Client Relationship Consultant (Remote)

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