Customer Care Professional (Remote/Work from

Who we are looking for... 

- We are hiring for a position that can be worked part-time or full-time, in the role of a professional who helps  with customer care. We are a company in the financial services industry, and although the position is with a  financial company, the position involves speaking to and helping people, so we seek out candidates that are  great with customer service and helping others first and foremost. The position can be worked remotely through  Zoom, while also having the optional convenience of being able to work out of a nearby branch location to you.  The position is absolutely not a call center-based position or a sales position, as the customers are provided for  you and you do not need to seek them out. 

- Successful candidates will be self-motivated and have the ability to work with a wide variety of people. They  will demonstrate team building skills, as well as being adept at embracing challenges and show an ongoing  commitment toward personal and professional growth. 

- No prior experience in the financial industry is mandatory, as we primarily look for a candidate’s social/people  skills. There is a comprehensive training program offered with the position, to fully prepare a new associate for  the position. 

Our Industry & Who We Are… 

-The financial services industry and its workplace, was recently ranked as the #1 growing career by the U.S.  Department of Labor. 

Job Duties... 

- A professional's day to day duties consist of helping and educating people about their options within the world  of financial planning. The beauty of our industry today, is that it can be worked remotely...anywhere and  anytime.

- Whether helping someone with retirement planning, college planning, long term care, life insurance, and much  more; over 90% of people in the United States receive no guidance, and many times are left without solutions  that can benefit them or their families. 

- A typical day in this position, would see you virtually (Zoom) helping anywhere between 2-6 people with  some of the above areas of focus in the financial services industry. 

- The position is classified as a sales position. While you are not physically selling something, you are  selling/helping customers who need assistance with the financial planning that they need to do in their life. The  selling and assistance of such things are: retirement plan rollovers, investments, life insurance based products,  annuities, college plans, and more. 

Experience in these following fields are desirable... 

- customer service 

- sales 

- marketing 

- accounting 

- managerial/leadership/entrepreneurial roles 

Employment type and compensation... 

- 1099 employee / Commission 

How to contact us… 

Please use ZipRecruiter to reply to this job posting as an official interested candidate. One of our hiring  director’s will review you resume/file, and if selected we will respond back to you through the email address  that you have on file. From there, you will be invited to attend a virtual interview on Zoom, which will be held  within 1-2 days from the email. We look forward to hopefully meeting with you as soon as possible and on a  first come, first serve basis. 

Thank you and good luck!

Location Details

11315 Johns Creek Pkwy Houston, TX