Client Facing Financial Specialist

Position Overview

We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.

The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.

Key Responsibilities

• Support clients through a standardized financial education and information process

• Facilitate virtual client meetings and follow-up communications

• Assist with documentation, scheduling, and client onboarding

• Provide clear explanations of financial concepts related to protection and long-term planning

• Maintain accurate records in accordance with company and compliance standards

• Participate in ongoing training and professional development

Required Qualifications

• Strong written and verbal communication skills

• Professional, client-focused demeanor

• High attention to detail and organizational skills

• Ability to work independently in a remote setting

• Willingness to obtain required state licensing (training provided)

• Ability to pass a background check

Compensation & Work Environment

• Performance-based compensation structure

• Fully remote position with flexible scheduling

• Structured onboarding and ongoing training

• Advancement opportunities within client services, training, or leadership tracks

• Collaborative, professional team culture

Career Path

This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.

Qualified candidates are encouraged to apply to learn more.