Fully Remote Account Agent (Entry Level)
Posted 2025-08-15
Remote, USA
Full Time
Immediate Start
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
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