What are the responsibilities and job description for the Entry level Financial Service Consultant position at Coleman Prime Financial Family?
Remote Customer Service
Company: High Point Legacy Group
Job Summary
Remote | Flexible Schedule | Entry Level
We are a publicly traded, A Superior rated Fortune 1000 financial services company with over 130,000 licensed representatives across North America — named one of America's Greatest Workplaces by Newsweek. As a Remote Financial Assistant in our Customer Service division, you'll be the warm, knowledgeable voice families turn to when managing their financial protection plans. This role blends genuine client care with growing financial expertise, and growth and personal development you can potentially take anywhere in your life.
Duties:
- Serve as the primary point of contact for existing and prospective clients via phone and virtual channels
- Answer questions about life insurance policies, coverage details, and account status
- Support clients through onboarding, policy updates, and benefit changes
- Coordinate scheduling and follow-ups between clients and financial representatives
- Maintain accurate, up-to-date client records within the company CRM system
- Participate in daily training sessions to deepen product knowledge and service skills
What We Provide:
- 100% remote — work from home on a fully flexible schedule
- All professional licenses sponsored and paid for in full
- Comprehensive onboarding, product training, and Rep ID setup from day one
- 1-on-1 mentorship from experienced customer service and financial leaders
- Full CRM access, back-office support, and digital scheduling tools
- Quarterly paid team events and annual company travel rewards
- Advancement path into financial sales, benefits advising, or team leadership
Who We Are Looking For:
- Patient, empathetic communicators who genuinely enjoy helping people
- Organized professionals who manage tasks and follow-ups without missing a beat
- Quick learners comfortable with digital tools, CRM platforms, and virtual communication
- Those eager to enter the financial services industry with full company support
- No prior financial or customer service experience required
- No college degree necessary
Licenses to Obtain:
- Life Insurance License
- SIE · Series 6 · Series 7
- Series 63 · Series 65 · Series 26
- Mortgage Originator
Rewards:
- Paid Trips - Qualify every 6 months
- You own your book of business
- Run your own office-Broker development program
- Stock Options Awarded
Requirements:
18 years of age or older
US Citizenship with valid Social Security Number
Must pass a background check
Are you a U.S. citizen with a valid Social Security number?
If you have a felony conviction, have you been released from incarceration for at least 10 years?
We are seeking motivated and driven individuals who are eager to create a better future for themselves. Does this describe you?
You will be required to study for and pass the licensing exam. Once you have successfully passed, you will not need to retake it. Are you comfortable with this requirement?
Do you currently hold any financial licenses?
Pay: $40,000.00 - $120,000.00 per year
Benefits:
- Employee discount
- Financial planning services
- Flexible schedule
- Paid training
- Professional development assistance
- Referral program
- Tuition reimbursement
Work Location: Hybrid remote in Montgomery Village, MD 20886
Salary : $40,000 - $120,000