Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Manage account-related requests through Schwab Advisor Services, including openings, transfers, and maintenance.
Provide administrative support to advisors, coordinating requests, deadlines, and client meetings.
Maintain client records, track outstanding requests, and ensure compliance-aligned documentation.
The company is a wealth management advisory firm that provides essential operational support to help client accounts stay accurate and organized. It is a close-knit, supportive team that values family, personal time, flexibility, and a positive working environment.
Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
Answer inbound calls and make outbound calls to create sales opportunities for the retail sales team.
Qualify customers for the reverse mortgage program using scripted guidelines and transfer interested leads.
Update the sales CRM with notes and schedule follow-up appointments to maintain the pipeline.
Longbridge Financial provides home equity solutions for seniors, helping them access their home equity for retirement. With an "Excellent" Trustpilot rating and over a thousand testimonials, they've been named a Great Place to Work three years running, fostering a supportive and growth-oriented culture.
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Global Elite Empire Consultants provides personalized benefits solutions to clients. They are a remote team in a part-time, growth-oriented environment with a focus on financial services.
Engage with warm leads who have already expressed interest in protecting their family's income and future.
Work from home in a structured remote role with no office required and coaching while you ramp up.
Stay consistent with on-time follow-up, strong video presence, and fast adoption of tools to deliver a respectful client experience.
Global Elite Empire Consultants is a financial-services company that helps families protect their income and future. The organization offers a remote, structured work environment with warm leads, coaching while you ramp, and a path into leadership for high performers.
Provide excellent client and advisor experience during plan implementation.
Coordinate data collection and act as a liaison between clients, advisors, and platform providers.
Set up internal systems and load information into compliance software.
We are a vibrant and growing national third-party administration firm specializing in retirement plan services. We have a nationally recognized sales team and offer advancement opportunities for our professionals.
Provide customer service and consultative support to clients remotely via Zoom and phone.
Identify client needs, explain insurance options, and guide them through enrollment.
Participate in training, coaching, and leadership development activities to advance your career.
The company provides customer success and insurance benefits solutions to clients. It operates remotely with a performance-driven culture focused on leadership development and team growth.
Respond to incoming calls, emails, and inquiries professionally and promptly.
Review and qualify incoming inquiries, gather project details, and coordinate calls with appropriate team members.
Maintain accurate records of inquiries, communications, and follow-up activities.
Bitarchitects is a premier architecture, engineering, and construction firm headquartered in Washington, D.C., known for driving innovation in the built environment. They offer fully integrated services covering every phase of a project, from design through execution, and pride themselves on being a dynamic and fast-growing company.
Identify, prospect, and onboard individual clients through networking and targeted outreach.
Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.
The Mathews Agency is a financial services firm that helps individuals and families secure their futures through comprehensive financial planning and insurance solutions. The company fosters an entrepreneurial culture and provides best-in-class coaching and training.
Assess client needs and teach benefit options remotely.
Manage notes, appointments, and CRM hygiene after meetings.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides virtual benefits consulting and relationship management services. The company values driven, trainable individuals and supports remote work with full training and a current tech stack.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Assess client needs and teach insurance options remotely.
Handle administrative tasks including notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants provides insurance consulting services, helping clients assess needs and choose suitable options. The company fosters a performance-driven culture and values driven, trainable, and dependable individuals.
Build and maintain long-term relationships with clients and their families through professional communication.
Conduct virtual appointments via Zoom, review benefits, and provide ongoing customer service.
Participate in virtual training, mentorship, and leadership development to grow professionally.
This role is listed by Jobgether on behalf of a partner company that provides insurance benefits and customer support services. The organization is established with a long operating history and has reported recent growth, offering a supportive and collaborative virtual team environment.
Assess client needs and teach financial protection options.
Maintain ongoing client relationships and perform administrative tasks.
Work remotely with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants specializes in financial protection consulting, helping clients assess needs and select suitable options. The company offers a remote, performance-driven culture with full training and advancement opportunities.
Provide guidance to clients on financial well-being and protection options.
Build strong relationships through excellent communication and ethical standards.
Work independently from home with a flexible schedule and comprehensive training.
Global Elite Empire Consultants is an independent third-party recruiting firm that helps individuals and families understand financial benefits and protection. They offer a supportive team culture focused on integrity, professionalism, and continuous learning.
Provide virtual support to clients via Zoom and other platforms, assisting with benefits inquiries and enrollment.
Build positive client relationships through professional communication and attentive service.
Work independently in a remote environment while collaborating with a virtual team and participating in training.
The partner company focuses on delivering personalized service to clients, helping them understand their available benefits. It operates as a fully remote organization with a collaborative virtual team and opportunities for professional development.
Handle phone, chat, and email inquiries from insurance agents, processing policy servicing and billing requests.
Create new and renewal insurance invoices, maintain documentation, and issue cancellation notices per state rules.
Resolve discrepancies, cross-train with teams, and contribute to process improvements in a remote setting.
The hiring company is an insurance services organization that provides sales operations and policy support to insurance agents. The culture emphasizes collaboration, accuracy, and service excellence in a remote environment.
Assess client needs and present insurance options through virtual meetings.
Maintain relationships and handle admin tasks like notes, appointments, and CRM hygiene.
Work from home with a qualified-interest pipeline and no cold calling.
Global Elite Empire Consultants is a remote insurance company that helps clients assess needs and select coverage options. They offer a performance-driven, competitive culture with full training and a qualified lead pipeline.