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Virtual Customer Representative (Entry Level)

Remote, USA Full-time Posted 2025-05-22

Job Summary:

We are looking for ambitious professionals who are eager to help individuals and businesses plan for a secure financial future. This role involves working closely with clients to identify their needs, develop strategic plans, and provide long-term support. If you enjoy problem-solving, strategic thinking, and working with people, this could be the ideal opportunity for you.

    Responsibilities:
  • Conduct comprehensive financial consultations with clients to assess their needs and goals.
  • Develop tailored financial strategies to help clients achieve long-term stability.
  • Educate clients on available options and financial planning concepts.
  • Maintain ongoing relationships to provide continuous support and plan adjustments.
  • Stay up to date with financial industry changes, regulations, and best practices.
  • Leverage industry tools and resources to provide data-driven recommendations.
  • Work collaboratively with a team of financial professionals to expand business opportunities.
    Qualifications:
  • A background in finance, business, sales, or customer services is a plus but not required.
  • Strong ability to analyze client needs and recommend appropriate solutions.
  • Excellent interpersonal skills and a consultative approach.
  • Driven, self-motivated, and goal-oriented.
  • Ability to manage multiple client relationships and maintain organization.
    What We Offer:
  • A commission compensation model designed to reward performance.
  • Ongoing training, mentorship, and career growth opportunities.
  • Comprehensive life insurance
  • Access to healthcare, dental, and vision plans exchange
  • All-expense-paid incentive trips for top team members
  • A flexible work schedule with the ability to manage your own client base.

Job Type: Full-time

Pay: $9,000.00 - $12,000.00 per month

    Benefits:
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance

Work Location: Remote

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