{"schemaVersion":"jobsearcher.job.v1","id":"e012c49a9ade04c4eee3317e","url":"https://jobsearcher.com/jobs/e012c49a9ade04c4eee3317e","canonicalUrl":"https://jobsearcher.com/jobs/e012c49a9ade04c4eee3317e","title":"Financial Services Trainee (Remote)","description":"OverviewAs a Financial Services Trainee, you build a long-term career in financial services through a fully remote, structured training program. You connect with individuals who have already requested information, guide them through available programs, and help them understand next steps based on their goals.This role is a strong next step for candidates who enjoy working with people and want clear development and advancement. You follow a defined workflow and receive ongoing coaching, tools, and resources designed to build client-facing skills and progress into more senior roles.Estimated earnings are performance-based and reflect your consistency and results.What You'll Do• Engage with individuals who have requested information and schedule follow-up conversations• Use a structured call framework to assess needs and provide clear, accurate information• Explain available programs and options in a compliant, client-friendly manner• Support individuals in evaluating choices aligned to their goals and timelines• Assist with online applications, documentation, and next-step coordination• Maintain organized records, task tracking, and consistent follow-throughWhat We're Looking For• Professional communication and strong interpersonal skills• Comfortable engaging with clients by phone and video• Highly organized with strong attention to detail and follow-through• Self-directed, dependable, and effective in a remote setting• Customer service, hospitality, or sales experience is a plus, not requiredWhat's Offered• Structured onboarding with step-by-step training to build confidence quickly• Ongoing mentorship, coaching, and performance feedback• Proven tools, scripts, and resources to support day-to-day success• Defined progression into advanced client support and leadership tracks• Warm conversations only, with no cold outreach","company":"Active Digital","rawCompany":"active digital","isRemote":true,"isActive":false,"createdAt":"2026-07-01T10:15:12.644Z","occupations":[{"code":"13-1151.00","title":"Training and Development Specialists","slug":"training-and-development-specialists"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"611430","title":"Professional and Management Development Training","slug":"professional-and-management-development-training"},{"code":"523910","title":"Miscellaneous Intermediation","slug":"miscellaneous-intermediation"},{"code":"522390","title":"Other Activities Related to Credit Intermediation","slug":"other-activities-related-to-credit-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Services Trainee (Remote)","description":"OverviewAs a Financial Services Trainee, you build a long-term career in financial services through a fully remote, structured training program. You connect with individuals who have already requested information, guide them through available programs, and help them understand next steps based on their goals.This role is a strong next step for candidates who enjoy working with people and want clear development and advancement. You follow a defined workflow and receive ongoing coaching, tools, and resources designed to build client-facing skills and progress into more senior roles.Estimated earnings are performance-based and reflect your consistency and results.What You'll Do• Engage with individuals who have requested information and schedule follow-up conversations• Use a structured call framework to assess needs and provide clear, accurate information• Explain available programs and options in a compliant, client-friendly manner• Support individuals in evaluating choices aligned to their goals and timelines• Assist with online applications, documentation, and next-step coordination• Maintain organized records, task tracking, and consistent follow-throughWhat We're Looking For• Professional communication and strong interpersonal skills• Comfortable engaging with clients by phone and video• Highly organized with strong attention to detail and follow-through• Self-directed, dependable, and effective in a remote setting• Customer service, hospitality, or sales experience is a plus, not requiredWhat's Offered• Structured onboarding with step-by-step training to build confidence quickly• Ongoing mentorship, coaching, and performance feedback• Proven tools, scripts, and resources to support day-to-day success• Defined progression into advanced client support and leadership tracks• Warm conversations only, with no cold outreach","datePosted":"2026-07-01T10:15:12.644Z","dateModified":"2026-07-01T10:15:12.644Z","hiringOrganization":{"@type":"Organization","name":"Active Digital","sameAs":"https://jobsearcher.com"},"jobLocationType":"TELECOMMUTE","applicantLocationRequirements":{"@type":"Country","name":"US"},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e012c49a9ade04c4eee3317e"},"url":"https://jobsearcher.com/jobs/e012c49a9ade04c4eee3317e"}}