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Remote Client Representative - Finance Services

Rowland Investisure

Houston, TX
5 days ago

Job Description

Join Rowland Investisure as a Remote Client Representative in the financial services sector. This flexible role focuses on helping individuals with their financial planning, providing comprehensive training to ensure your success. Ideal for those with strong customer service skills looking to make a meaningful impact.

Key Responsibilities

  • Engage and educate individuals about financial planning options
  • Guide customers with financial planning needs
  • Assist with retirement planning, college planning, life insurance, and more

Required Qualifications

  • Excellent customer service skills
  • Willingness to help others
  • Self-motivated
  • Ability to collaborate with diverse groups

Preferred Qualifications

  • Customer service experience
  • Sales experience
  • Marketing experience
  • Accounting experience
  • Managerial/leadership experience