Virtual Customer Representative (Entry Level)

The Role:

*Job Summary:* We are looking for motivated professionals who enjoy working with people and providing personalized guidance to help them make informed decisions. This role involves engaging with clients, understanding their unique needs, and recommending solutions that support their long-term economic well-being. With a flexible work environment and unlimited earning potential, you'll have the opportunity to shape your career on your own terms. Responsibilities: * Connect with potential and existing clients to discuss their goals. * Provide tailored recommendations to help clients make confident decisions. * Use digital tools to simplify and streamline client interactions. * Stay informed about industry trends and new financial solutions. * Build strong, long-term relationships through consistent follow-up and service. Qualifications: * Previous experience in client services, customer service or sales is a plus but not required. * Strong interpersonal and communication skills. * Comfortable using technology for virtual meetings and client management. * Self-motivated with a goal-oriented mindset. What We Offer: * Competitive, commission-based compensation with no earning limits. * A flexible, supportive, and growth-oriented work environment. * Access to digital tools and training programs. * Career advancement opportunities based on performance. Job Type: Full-time Pay: $95,000.00 - $125,000.00 per year Benefits: * 401(k) matching * Flexible schedule * Health insurance * Paid time off * Professional development assistance * Referral program Shift: * 8 hour shift Work Location: Remote

What we are looking for:

• Previous experience in client services, customer service or sales is a plus but not required.
• Strong interpersonal and communication skills.
• Comfortable using technology for virtual meetings and client management.
• Self-motivated with a goal-oriented mindset.

Responsibilities:

• Connect with potential and existing clients to discuss their goals.
• Provide tailored recommendations to help clients make confident decisions.
• Use digital tools to simplify and streamline client interactions.
• Stay informed about industry trends and new financial solutions.
• Build strong, long-term relationships through consistent follow-up and service.

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Referral program
• 8 hour shift