Remote Client Relationship Partner

Job Description

In this role, you will partner with clients to help them understand and select personalized financial protection solutions. Responsibilities include handling inbound inquiries, hosting virtual consultations, educating clients, managing follow-up communications, and maintaining documentation. You’ll build long-term professional relationships while delivering clarity and support throughout the decision-making process. This role requires strong listening skills, thoughtful guidance, and precise communication.

Requirements

U.S. citizen

Strong relationship-building abilities

Attention to detail

Ability to self-manage in a remote environment

Prior leadership or advisory experience a plus

Benefits

Remote position with flexible hours

Professional development support

Competitive, uncapped compensation structure

Career growth opportunities

Requirements

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated, disciplined, and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus, but not required (training is provided).