(Part time financial services) Remote Client Service Representative

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 Work from anywhere, set your own schedule, and grow your career. ? Diversity We embrace a culture of authenticity and equal opportunity. Key Responsibilities ? Client Onboarding Support clients through the investment and retirement planning process. ? Data Ensure accurate collection of financial data, consolidate accounts, and maintain confidentiality. ? Account Transfers: Collect necessary statements for account transfers and track progress. ? Operations Collaborate with operations teams to facilitate transfers and address client concerns. ? Business Development: Maintain existing client relationships while actively seeking new clients. ? Investment Educate clients on 401Ks, IRAs, mutual funds, stocks, life insurance, and more. Qualifications ? 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 – Work independently while growing your book of business. ? Ability to Obtain a Financial License (or already licensed is a plus!) ? Strong Communication – Ability to adjust to different client needs. ? Organizational – Work cross-functionally within the company. ? Remote Work Experience Preferred – Ability to work independently in a virtual environment. Compensation ?? Commission-Based: Earn $100K - $250K+ annually! ?? 401K ?? 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. Apply Job!