(Part time financial services) Remote Client Service Representative ID - 4494

Description
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.

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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.

 

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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