{"schemaVersion":"jobsearcher.job.v1","id":"90af9ef8cd050183c4edbf3f","url":"https://jobsearcher.com/jobs/90af9ef8cd050183c4edbf3f","canonicalUrl":"https://jobsearcher.com/jobs/90af9ef8cd050183c4edbf3f","title":"Client Relationship Consultant (Remote)","description":"OverviewA nationwide financial services agency is hiring relationship-minded people to serve families on its remote team. The work centers on people, not transactions: understanding what each client needs, then helping them get there through education and well-matched products. You do not need a background in the field to start - just a genuine interest in helping people and a willingness to learn.What You'll Do• Build trust with clients and help them navigate decisions about debt, life and health coverage, and retirement• Pair each family with suitable products from a network of A-rated providers• Use the agency's automation and support tools to deliver a smooth client experience• Cultivate long-term client relationshipsWhat We're Looking For• People-first communicator who listens well and follows through• Coachable and motivated learner; experience in the field is not necessary• Motivated to be a trusted resource in your communityWhat's Offered• Hands-on mentorship from experienced professionals• Access to a wide selection of products from reputable, highly rated providers• A proven, structured client-service system• Estimated performance-based earnings","company":"Active Digital","rawCompany":"active digital","isRemote":true,"isActive":false,"createdAt":"2026-07-01T09:53:12.578Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Relationship Consultant (Remote)","description":"OverviewA nationwide financial services agency is hiring relationship-minded people to serve families on its remote team. The work centers on people, not transactions: understanding what each client needs, then helping them get there through education and well-matched products. You do not need a background in the field to start - just a genuine interest in helping people and a willingness to learn.What You'll Do• Build trust with clients and help them navigate decisions about debt, life and health coverage, and retirement• Pair each family with suitable products from a network of A-rated providers• Use the agency's automation and support tools to deliver a smooth client experience• Cultivate long-term client relationshipsWhat We're Looking For• People-first communicator who listens well and follows through• Coachable and motivated learner; experience in the field is not necessary• Motivated to be a trusted resource in your communityWhat's Offered• Hands-on mentorship from experienced professionals• Access to a wide selection of products from reputable, highly rated providers• A proven, structured client-service system• Estimated performance-based earnings","datePosted":"2026-07-01T09:53:12.578Z","dateModified":"2026-07-01T09:53:12.578Z","hiringOrganization":{"@type":"Organization","name":"Active Digital","sameAs":"https://jobsearcher.com"},"jobLocationType":"TELECOMMUTE","applicantLocationRequirements":{"@type":"Country","name":"US"},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"90af9ef8cd050183c4edbf3f"},"url":"https://jobsearcher.com/jobs/90af9ef8cd050183c4edbf3f"}}