Fully Remote Account Agent (Entry Level)

Job Summary We are looking for professionals who thrive in a digital-first environment and enjoy helping clients navigate financial decisions online. This role is ideal for tech-savvy individuals who can use digital platforms to engage with clients, analyze their needs, and offer tailored solutions. With a modern approach to client engagement, this position provides flexibility, career growth, and unlimited earning potential. Responsibilities: • Connect with clients through online platforms, video conferencing, and chat support. • Assess financial needs and provide personalized recommendations. • Use data-driven tools to analyze trends and identify opportunities for clients. • Educate clients about financial solutions and self-service digital tools. • Guide clients through the application process, ensuring a smooth experience. • Stay informed about industry trends, market shifts, and new technology. • Work with marketing and digital teams to enhance online outreach and engagement. Qualifications: • Experience with digital platforms and customer engagement tools is a plus. • Strong written and verbal communication skills. • Ability to adapt to new technology and evolving client needs. • Results-driven mindset with a focus on client satisfaction. • Self-motivated and able to work independently in a remote or hybrid setting. What We Offer: • A competitive, performance-based commission compensation structure. • Fully remote work options with training on digital-first financial strategies. • Access to innovative technology for client engagement. • Comprehensive life insurance • Access to healthcare, dental, and vision plans exchange • All-expense-paid incentive trips for top team members • Career advancement opportunities in an evolving financial services landscape. • A collaborative and supportive team environment. Job Type: Full-time Pay: $47,248.64 - $76,901.58 per year Benefits: • Dental insurance • Flexible schedule • Health insurance • Vision insurance • Work from home Shift: • 8 hour shift • Day shift Work Location: Remote Apply tot his job