Job Summary

A financial services company is seeking a Remote Client Engagement Specialist.

Core Responsibilities of this position include:

• Supporting and/or developing an environment
• Resolving client inquiries which can include direct resolution
• Collaborating with team members to accomplish daily objectives

Applicants must meet the following qualifications:

• High school diploma or equivalent required
• 3+ years prior sales experience
• Strong interpersonal and collaboration skills
• Excellent verbal and written communication skills
• FINRA Series 6/63, Life and Health licenses required
• Detail-oriented and agile in learning multiple procedures and computer applications