[Remote] Client Specialist – No Experience Needed - Remote
Note: The job is a remote job and is open to candidates in USA. Cornerstone Financial Solutions is expanding its remote sales team and is seeking motivated individuals for a long-term career in financial services. The role involves educating clients on life insurance and financial protection solutions, guiding them through the application process, and building long-term relationships. This position offers a high-commission structure and full training.
Responsibilities
• Meet with clients virtually (no in-person meetings)
• Educate clients on life insurance and financial protection solutions
• Guide clients through the application process
• Build and maintain long-term client relationships
• Operate within compliance standards (full training provided)
Skills
• Communicate clearly and professionally
• Are self-motivated and organized
• Enjoy helping people make informed decisions
• Are coachable and eager to learn
• Can work independently in a remote setting
Benefits
• High commission compensation with performance bonuses
• Pre-qualified leads — no cold calling
• Full training and licensing guidance
• 100% remote work environment
• Flexible scheduling
• Advancement opportunities for top performers
Company Overview
• At The Cornerstone Agency, we’re not just writing policies — We’re building protection that lasts. It was founded in 2022, and is headquartered in , with a workforce of 11-50 employees. Its website is https://www.cornerstoneagencycall.com/.
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