Client Specialist – No Experience Needed - Remote jobs in United States
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Cornerstone Financial Solutions · 8 hours ago

Client Specialist – No Experience Needed - Remote

Cornerstone Financial Solutions is seeking motivated individuals to join their remote sales team in financial services. The role involves meeting with clients virtually, helping them understand their financial protection options, and building long-term relationships while following compliance standards.

Hiring Manager
Sierra Simonds
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Responsibilities

Meet with clients virtually
Help them understand life insurance & financial protection options
Guide them through applications
Build long-term client relationships
Follow compliance standards (training provided)

Qualification

OrganizationProactivityCustomer ServiceIndependenceCommunication

Required

Communicate well
Stay organized
Are proactive & eager to learn
Enjoy helping people
Can work independently in a remote setting

Benefits

Full training + licensing guidance
Pre-qualified leads (no cold calling)
100% remote work
Flexible scheduling
Company Bonuses based on performance
Long-term growth opportunities

Company

Cornerstone Financial Solutions

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At The Cornerstone Agency, we’re not just writing policies — We’re building protection that lasts.

Funding

Current Stage
Early Stage
Company data provided by crunchbase