Remote Client Account Agent

Full Job Description We are hiring Remote Client Account Agents to support outreach, follow-ups, and consultative conversations within our financial sales operations. This role is ideal for individuals who are organized, proactive, and comfortable engaging with prospective individuals through phone and virtual conversations while working within a structured, performance-driven system. You will assist with managing client accounts, coordinating appointments, and guiding individuals through next steps in a clear and professional manner. What You’ll Do Support assigned client accounts through consistent outreach and follow-up Coordinate and confirm phone or virtual appointments Conduct professional phone and virtual conversations with prospective individuals Communicate program information clearly and accurately Maintain organized records of outreach activity, notes, and account progress Track appointments and engagement using structured tools Participate in optional training and coaching sessions to improve performance What We Offer Fully remote schedule flexibility Scripts, training, and structured onboarding support Ongoing mentorship and team guidance Growth opportunities tied to consistent performance Performance-based payments under a performance-driven compensation model Important Notes Contractor classification applies This is NOT a customer service position This is NOT a contract job and no 401(k) Healthcare options available through a Healthcare Exchange Plan (medical, dental, vision) Pay: $30,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Life insurance Referral program Application Question(s): Please mention your Email ID Please mention your contact number Please mention your current location in the US Work Location: Remote