What are the responsibilities and job description for the Client Services Representative position at Centerpoint?
As a Client Services Representative, you will work with individuals and families to help them build financial security through education, planning, and protection strategies.
This is an entry-level position with structured training and mentorship provided. You will learn how to guide clients through financial concepts and help them make informed decisions based on their goals.
This role is conducted primarily through virtual meetings and offers flexible scheduling for both part-time and full-time availability. You must live in the United States to join our team.
Compensation:$55,000 - $80,000
Responsibilities:
- Meet with clients virtually to understand their financial goals and needs
- Educate clients on foundational financial concepts such as budgeting, debt management, and retirement planning
- Assist in building personalized financial strategies for clients
- Maintain and build long-term client relationships
- Participate in team trainings and professional development sessions
- Work closely with mentors and leadership to develop skills and knowledge
Qualifications:
- Strong communication and interpersonal skills
- Coachable and open to learning new skills
- Self-motivated with a goal-oriented mindset
- Comfortable working in a remote/virtual environment
- Access to a computer/laptop and reliable internet
- Ability to manage time effectively and stay organized
- Professional and positive attitude
About Company
We are focused on helping families and small business owners build financial security through education, protection, and long-term planning. Our mission is to ensure that no families are left behind when it comes to financial literacy and access to quality financial solutions.
Salary : $55,000 - $80,000