Remote Client Support & Professional Development Specialist

We are a rapidly growing organization in the financial services and personal development sector, committed to helping individuals and families create a more secure future. Our mission is to empower clients with tools and resources to eliminate debt, prepare for retirement, and navigate unexpected financial challenges. At our core, we are a leadership development company driven by purpose and innovation.

Our business model is built to support motivated professionals with a proven system that includes personalized mentorship, world-class training, modern digital tools, and a supportive virtual environment. If you're looking to grow personally and professionally while making a difference in your community, this opportunity is for you.

Position Overview

We're seeking driven, purpose-oriented individuals who are looking to take control of their careers. Whether you’re looking for more flexibility, meaningful work, recognition for your efforts, or the chance to make a positive impact, we provide the structure and support you need to succeed.

Key Responsibilities

• Engage with clients virtually to provide guidance and education around financial wellness and protection strategies.

• Follow up with individuals who have requested information (no cold calling).

• Use our systems to document and manage client communications.

• Participate in ongoing virtual training and mentorship programs.

• Collaborate with a team of like-minded professionals in a supportive and remote environment.

Qualifications

• Background in customer service, consulting, or related fields is a plus but not required.

• Excellent communication and interpersonal skills.

• A strong work ethic and the ability to work independently.

• Comfortable with virtual platforms and basic computer skills.

• Eagerness to learn and grow professionally.

• High school diploma or equivalent preferred.

• Willingness to pursue additional industry certifications (company-supported).

What We Offer

• Flexible full-time or part-time schedules available.

• 100% remote work—work from anywhere in the U.S.

• Initial and ongoing professional training and mentorship.

• No cold calling—work with pre-qualified leads from interested individuals.

• Personal and professional development in a purpose-driven organization.

• Access to virtual team support and a community of motivated professionals.

• Potential to participate in company-sponsored recognition programs and team events.

Additional Information

Work Schedule: Flexible hours, remote position.

By applying, you consent to be contacted by phone, email, or text regarding this opportunity.