Client Success Consultant
At a glance
Mid-level Customer Success role at All Financial Freedom. Remote, United States · part-time.
Pay not stated Customer Success salary
remoteroles summary, based on the employer's posting.
What you'll do
- Hold scheduled video meetings with new and current clients to discuss their financial priorities
- Walk clients through retirement, income protection, asset-building and legacy planning concepts
- Keep clients informed across each step, recording conversations accurately and following compliance procedures
- Work with experienced teammates to address client needs, and take part in coaching and continued training
What you bring
- Strong communication and listening skills, with a professional approach to client service
- You can organize your workload, manage competing priorities independently and pay close attention to detail
- Comfort using online meeting tools and other technology
Who this fits
This part-time, remote role suits someone who enjoys explaining financial topics and helping clients through important decisions. Prior financial-services experience is not required; customer-facing experience is beneficial. You must be willing to obtain any required state license, with company support.
From the employer
Make an Impact While Building a Professional Career
We're seeking a Client Success Specialist to support individuals and families as they navigate important financial decisions. This position is ideal for professionals who enjoy educating others, solving problems, and providing exceptional service throughout the client experience.
If you thrive in a people-focused environment and are looking for an opportunity with structured training, ongoing mentorship, and room for professional growth, we'd like to meet you.
Previous experience in financial services is not required. We provide comprehensive onboarding, licensing support, and continued professional development for qualified candidates.
Primary Responsibilities
- Conduct scheduled virtual consultations with new and existing clients.
- Learn about each client's financial priorities and help them understand available financial strategies.
- Explain concepts related to retirement planning, income protection, asset accumulation, and legacy planning in a clear and professional manner.
- Maintain consistent communication throughout the client process to ensure an outstanding experience.
- Document client interactions accurately while following company procedures and compliance guidelines.
- Collaborate with experienced team members to provide timely support and client solutions.
- Participate in ongoing training, coaching, and professional development programs.
What You'll Bring
- Strong communication and active listening skills.
- A professional and client-focused approach.
- Excellent organization and attention to detail.
- Ability to work independently while managing priorities effectively.
- Confidence using virtual meeting platforms and technology.
- A desire to continue learning and growing professionally.
Preferred Qualifications
- Bachelor's degree preferred, or comparable professional experience.
- Experience in customer service, banking, healthcare, insurance, education, hospitality, account management, or another client-facing profession is beneficial.
- Ability to build rapport and establish trust with clients from diverse backgrounds.
- Successful completion of a background check.
- Willingness to obtain any required state licensing with company assistance.
What You'll Receive
- Remote work opportunity
- Flexible scheduling options
- Structured onboarding program
- Licensing assistance for qualified candidates
- Ongoing mentorship from experienced professionals
- Continuing education and professional development
- Advancement opportunities based on performance and leadership potential
- A collaborative, team-oriented work environment
Our Culture
We value integrity, professionalism, collaboration, and continuous improvement. Our team is committed to creating an environment where individuals are encouraged to develop their skills, support one another, and provide an exceptional client experience.
Whether you're looking to transition into financial services or expand your professional career, you'll have access to the training, resources, and support needed to succeed.
If you're ready to join a growing organization that values service, accountability, and professional excellence, we encourage you to apply today.
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