Virtual Client Services Associate

Client-facing, fully remote, financial services role. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.The DealHome office. Web presentations.Work that matters to families.Training and leaders who stay involved.A schedule you can build around real life.A portfolio you keep serving — not a stack of one-off calls.RequirementsCommunication that is clear and humanDiscipline without a supervisor in the hallwayOpenness to a proven processInterest in benefits conversations, not just sales energyApply today. We outline the role on Zoom so you can decide if it is actually a fit.