Remote Account Agent Entry Level

Job Summary

We’re looking for individuals who excel at building professional relationships. In this role, you’ll connect with clients through scheduled video meetings, identify their goals, and guide them toward the right financial programs. You’ll have access to structured training, ongoing mentorship, and the flexibility to manage your day from home.

Key Responsibilities

• Conduct client consultations virtually
• Identify opportunities and recommend effective options
• Manage ongoing relationships through consistent follow-up
• Stay informed about company programs and product updates

What You Bring

• Clear communication and strong interpersonal skills
• Self-starter comfortable working remotely
• Prior client-facing or advisory experience is a plus not not required

What You Get

• Commission-based structure with performance incentives
• Ongoing training and career development
• Recognition and advancement opportunities

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance

Work Location: Remote