Part-time Remote Rep

Company Description
We are an independent brokerage specializing in partnering with prominent financial industry leaders, such as Invesco, Franklin Templeton, and Fidelity. Our mission is to assist clients with a range of financial products and services, including life insurance, high-yield savings accounts, and retirement accounts. We are committed to delivering personalized solutions that cater to the unique financial needs of each client. By aligning with reputable organizations, we ensure our clients receive trusted advice and high-quality offerings.
Role Description
This is a part-time remote role for a Remote Representative. In this position, you will engage with clients to provide guidance on financial products and services, support their decision-making process, and build long-term relationships. Responsibilities include responding to client inquiries, maintaining accurate records, and staying updated on financial trends and products from partner companies. You will also play an active role in delivering excellent customer service and meeting organizational goals.
Qualifications
Strong communication, active listening, and interpersonal skills for engaging with clients
Organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously
Familiarity with financial products such as life insurance and investment accounts is a plus, but not required
Proficiency with digital communication tools, such as email, virtual meeting platforms, and CRM software
Self-motivation and the ability to work independently in a remote environment
Customer service experience and a client-focused approach
Entry level position
Must be a U.S. Citizen and live in the United States

Work arrangement
Yes