Back to Jobs

Remote Account Inbound Agent

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

We’re seeking driven individuals who are passionate about helping people make informed financial choices. As a Financial Representative, you’ll provide expert guidance to clients, offering solutions tailored to their specific financial needs. This role is ideal for someone who enjoys working with people, thrives in a dynamic environment, and wants to build a meaningful career with unlimited income potential.

    Responsibilities:
  • Develop and maintain relationships with individuals, families, and businesses.
  • Assess client needs and present customized financial strategies.
  • Conduct meetings—virtually or in person—to explain available options and their benefits.
  • Educate clients about financial planning principles and product offerings.
  • Stay informed about industry developments and evolving client needs.
  • Build a book of business through networking, referrals, and outreach.
  • Provide continuous client support, including policy updates and financial reviews.
    Qualifications:
  • Experience in consulting, sales, or client service is beneficial but not required.
  • Strong ability to communicate complex information in a clear, relatable way.
  • A proactive, self-driven approach to meeting goals and helping clients.
  • Ability to work independently while also collaborating with a supportive team.
  • Excellent organizational and time-management skills.
    What We Offer:
  • A performance-based commission compensation model with unlimited earning potential.
  • Ongoing training, professional development, and mentorship programs.
  • Comprehensive life insurance
  • Access to healthcare, dental, and vision plans exchange
  • All-expense-paid incentive trips for top team members
  • A flexible work structure that allows you to build your ideal career path.
  • Access to a broad portfolio of financial solutions.
  • A dynamic, team-oriented environment with opportunities for growth.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

    Benefits:
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Vision insurance
    Shift:
  • 8 hour shift
  • Day shift

Work Location: Remote

Apply Job!

 

Similar Jobs

PART TIME Online Live Chat Support Work From Home No Experience

Remote, USA Full-time

Netflix Customer Service Representative (Non-IT, Remote)

Remote, USA Full-time

FULL TIME Customer Service Computer - Work From Home Part Time

Remote, USA Full-time

Distributed Online Chat Agent Remote No Experience At

Remote, USA Full-time

Entry Level Chat Agents ? Fully Remote / Part Time / No

Remote, USA Full-time

Careermilard | Work From Home Netflix Work From Home Jobswork

Remote, USA Full-time

Email Chat Support (Entry Level / Remote / No Experience)

Remote, USA Full-time

[Entry Level/No Experience] Netflix Data Entry ? Hiring Now

Remote, USA Full-time

Careermilard Website Chat Assistant - Work Remote , No Experience

Remote, USA Full-time

Data Entry-Clerk {{100% Remote }} - Now Hiring

Remote, USA Full-time

Data Analyst Remote / Telecommute Jobs

Remote, USA Full-time

Sales and Solutions Specialist at Walt Disney World

Remote, USA Full-time

Per Assessment - Nurse Practitioner or Physician Assistant, HouseCalls - Dutchess, NY

Remote, USA Full-time

Southwest Airlines Jobs, Airlines Remote Jobs

Remote, USA Full-time

Senior Tax Consultant - Remote | WFH

Remote, USA Full-time

Project Manager, RWE Clinical Trials (Remote)

Remote, USA Full-time

Business Data Operations Analyst, Medicaid Health Plan of Idaho - Remote in Idaho

Remote, USA Full-time

Business Analyst I - Advertising Command Center Operations, SP&S Command Center

Remote, USA Full-time

Housekeeping / Custodian Team Member

Remote, USA Full-time

Sr Manager, Partner Services Executive

Remote, USA Full-time