Work from Home Customer Agent (Entry Level)

Diligent Technologies | Remote | US

We are seeking motivated and results-driven Representatives to provide expert financial guidance to individuals and families. In this role, you will develop tailored financial strategies, build long-term client relationships, and help clients achieve financial security and independence. This opportunity offers flexibility, professional growth, and unlimited earning potential.

Key Responsibilities

  • Develop and maintain strong client relationships through networking, referrals, and lead generation.
  • Conduct in-depth financial assessments to understand client needs, goals, and risk tolerance.
  • Create and present customized financial plans, including investment strategies and wealth management solutions.
  • Educate clients on financial products and services, ensuring informed decision-making.
  • Monitor client portfolios and provide ongoing guidance to help them achieve their financial objectives.
  • Stay informed on industry trends, financial products, and regulatory changes.
  • Adhere to ethical standards and compliance regulations in all client interactions.

Qualifications & Skills

  • Strong interpersonal, communication, and presentation skills.
  • Self-motivated and results-driven with an entrepreneurial mindset.
  • Ability to build trust and establish long-term relationships with clients.
  • High level of professionalism, integrity, and commitment to ethical standards.
  • Prior experience in financial services, sales, or a related field is an advantage but not required.

Compensation & Benefits

  • Performance-Based Earnings - 100% commission structure with uncapped earning potential.
  • Comprehensive Training & Support - Access to industry-leading financial products, tools, and professional development.
  • Flexibility & Independence - Work on your own schedule and build your business on your terms.
  • Career Growth Opportunities - Potential for advancement based on performance and client success.

Apply today if you are looking for a dynamic opportunity to build a rewarding career in financial services and make a meaningful impact.

Job Types: Full-time, Part-time

Pay: $8,000.00 - $14,000.00 per month

Expected hours: 20 per week

Work Location: Remote


Information :

  • Company : Diligent Technologies
  • Position : Work from Home Customer Agent (Entry Level)
  • Location : Remote
  • Country : US
Next Process

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Post Date : 2025-03-15 | Expired Date : 2025-04-14

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