Customer Service Representative (Remote / Work from Home)

Job Opportunity :

We are currently seeking candidates for a position within our esteemed financial services company. This role is available on both a part-time and full-time basis, focusing on delivering exceptional customer care. While the position is in the financial industry, it revolves around engaging with and assisting individuals. We prioritize candidates with excellent customer service skills and a genuine willingness to help others. This opportunity offers the flexibility to work remotely via Zoom, with the added option of working from a nearby branch location. It is crucial to note that this is not a call center or sales-oriented role, as customers are provided, eliminating the need for outbound prospecting.

Successful candidates will be self-motivated individuals with the ability to collaborate with diverse groups of people. They should exhibit strong team-building skills and thrive in overcoming challenges, demonstrating an ongoing commitment to personal and professional growth.

Prior experience in the financial industry is not mandatory, as we primarily value candidates' social and interpersonal skills. We provide a comprehensive training program to fully equip new associates for the responsibilities of the position.

About Our Industry :

The financial services industry has recently been recognized as the #1 growing career by the U.S. Department of Labor.

Responsibilities :

In this role, professionals will engage in helping and educating individuals about their financial planning options. The beauty of our industry is its remote work capabilities, allowing flexibility in work location and hours. The position involves guiding and assisting customers with their financial planning needs. This includes areas such as retirement plan rollovers, investments, life insurance products, annuities, college plans, and more. Daily activities may involve assisting individuals with retirement planning, college planning, long-term care, life insurance, and more. A substantial percentage of the U.S. population lacks guidance in these areas, presenting an opportunity to make a meaningful impact.

Desirable Experience :

• Customer service
• Sales
• Marketing
• Accounting
• Managerial / leadership / entrepreneurial roles

Employment Type and Compensation :

1099 employee / Commission-based

How to Apply :

Please respond to this job posting on CareerBuilder to express your official interest. Our hiring directors will review your resume / file, and if selected, we will contact you via the email address provided. Subsequently, you will be invited to a virtual interview on Zoom, scheduled within 1-2 days from the email. We look forward to the possibility of meeting with you soon on a first-come, first-serve basis.

Thank you, and best of luck!