(Part time financial services) Remote Client Service Representative
Financial Service Client Representative ?? Remote
?? Location: 100% Remote
?? Position: Financial Service Client Representative
?? Compensation: $100,000 - $250,000 (Commission-Based)
?? Employment Type: Full-Time, Flexible Schedule
?? Benefits: 401K, Unlimited Time Off, Equity Compensation, Retirement Benefits
?? Are you passionate about finance, investments, and helping clients secure their financial future? Join Rowland Investisure, a leading financial services firm, and help individuals and businesses navigate investments, retirement planning, life insurance, and tax-saving strategies.
We are looking for a self-motivated, client-focused, and entrepreneurial individual to join our team as a Financial Service Client Representative. If you thrive in client service, financial advising, or sales, this role is for you!
Why Join Rowland Investisure?
? Be Part of a Booming Industry: The financial sector moves $3 trillion annually??timing is crucial!
? Empower Clients: Help Millennials, Gen Z, and professionals take control of their investments.
? Unlimited Earning Potential: Commission-based structure with no cap??earn $100K - $250K+!
? Remote & Flexible Work: Work from anywhere, set your own schedule, and grow your career.
? Diversity & Inclusion: We embrace a culture of authenticity and equal opportunity.
Key Responsibilities
? Client Onboarding & Account Management: Support clients through the investment and retirement planning process.
? Data & Account Management: Ensure accurate collection of financial data, consolidate accounts, and maintain confidentiality.
? Account Transfers: Collect necessary statements & documents for account transfers and track progress.
? Operations & Client Service: Collaborate with operations teams to facilitate transfers and address client concerns.
? Business Development: Maintain existing client relationships while actively seeking new clients.
? Investment & Retirement Consulting: Educate clients on 401Ks, IRAs, mutual funds, stocks, life insurance, and more.
Qualifications & Skills
? Experience in Sales, Business Development, or Account Management (Preferred but not required)
? Client Service Mindset: Ability to build meaningful relationships and provide top-tier financial guidance.
? Entrepreneurial & Self-Starter Attitude ?? Work independently while growing your book of business.
? Ability to Obtain a Financial License (or already licensed is a plus!)
? Strong Communication & Negotiation Skills ?? Ability to adjust to different client needs.
? Organizational & Follow-Through Abilities ?? Work cross-functionally within the company.
? Remote Work Experience Preferred ?? Ability to work independently in a virtual environment.
Compensation & Benefits
?? Commission-Based: Earn $100K - $250K+ annually!
?? 401K & Retirement Benefits
?? Unlimited Time Off ?? Enjoy work-life balance on your terms.
?? Equity Compensation ?? Earn a stake in our company.
?? Fully Remote Work ?? Work from anywhere with flexible hours.
Apply Job!