Cornerstone Financial Solutions · 1 month ago
Client Specialist – No Experience Needed - Remote
United States
Full-time
Remote
New Grad, Entry Level
$65K/yr - $165K/yr
0+ years expCornerstone Financial Solutions is expanding its remote sales team and is seeking motivated individuals for a long-term career in financial services. The role involves educating clients on life insurance and financial protection solutions, guiding them through the application process, and building long-term relationships. This position offers a high-commission structure and full training.
Insurance
Hiring Manager
Sierra Simonds
Responsibilities
Meet with clients virtually (no in-person meetings)
Educate clients on life insurance and financial protection solutions
Guide clients through the application process
Build and maintain long-term client relationships
Operate within compliance standards (full training provided)
Qualification
Required
Communicate clearly and professionally
Are self-motivated and organized
Enjoy helping people make informed decisions
Are coachable and eager to learn
Can work independently in a remote setting
Benefits
High commission compensation with performance bonuses
Pre-qualified leads — no cold calling
Full training and licensing guidance
100% remote work environment
Flexible scheduling
Advancement opportunities for top performers
Company
Cornerstone Financial Solutions
At The Cornerstone Agency, we’re not just writing policies — We’re building protection that lasts.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase