Skip to main content
McCarthy Search

Remote Client Care Specialist - Financial Services

L4

ao globe lifeDenver, COyesterday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other

Industries

Portfolio Management and Investment AdviceMiscellaneous IntermediationOther Individual and Family Services
Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal Home office. Web presentations. Work that matters to families. Training and leaders who stay involved. A schedule you can build around real life. A portfolio you keep serving — not a stack of one-off calls.
Requirements:
  • Communication that is clear and human
  • Discipline without a supervisor in the hallway
  • Openness to a proven process
Interest in benefits conversations, not just "sales energy"Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

MidL4

Location

Denver, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

To get sharper similar jobs, create your profile using the link below.

Create profile