As a Client Services Representative, you will work with individuals and families to help them build financial security through education, planning, and protection strategies.This is an entry-level position with structured training and mentorship provided. You will learn how to guide clients through financial concepts and help them make informed decisions based on their goals.This role is conducted primarily through virtual meetings and offers flexible scheduling for both part-time and full-time availability.You must live in the United States to join our team.
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