via Jazzhr
$Not specified
The Work From Home Account Associate will reach out to potential clients and guide them through onboarding and product selection. They will also log activity in the CRM and track follow-ups to ensure a smooth client experience.
A high school diploma or college degree is preferred, along with strong communication and interpersonal skills. Previous experience in sales or client-facing roles is a plus but not required.
Work From Home Account Associate About the Role: We’re looking for motivated and energetic Work From Home Account Associates to join our growing team. This role is ideal for individuals seeking a fully remote opportunity where they can make an impact by helping others make confident financial decisions. Core Responsibilities Reach out to potential clients via phone, email, or messaging Learn about the client’s goals and recommend relevant services Guide clients through onboarding and product selection Log activity in CRM, track follow-ups, and ensure a smooth client experience Qualifications High school diploma or college degree preferred Strong communication and interpersonal skills Self-motivated and able to stay organized in a remote setting Previous experience in sales or a client-facing roles a plus but not required What We Offer Competitive base salary plus performance-based bonuses and incentives. Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. Fully remote environment with flexible scheduling options Growth potential and opportunities to advance
This job posting was last updated on 12/6/2025