Client Solutions Specialist 2025

Job Description

Remote

The Byer Agency

Exciting Opportunity: Client Solutions Specialist

Are you ready to take charge of your financial career and help others achieve their financial goals? We’re seeking passionate and motivated individuals to join our team as Independent Financial Advisors. This role offers the chance to work directly with clients, providing expert financial advice and personalized guidance to shape their financial future.

What You’ll Do:

• Offer tailored financial advice and support based on each client’s unique needs and aspirations.
• Build and nurture lasting relationships with clients to ensure their financial goals are met.
• Perform in-depth financial analyses to uncover opportunities for growth and enhance clien t portfolios.
• Assist clients with a variety of strategies, including investment, wealth, and cash management.
• Collaborate with internal teams, such as corporate and technical accounting, for precise financial reporting.
• Manage and monitor clie nt portfolios, providing proactive recommendations for adjustments based on market performance.
• Utilize CRM systems to meticulously track client interactions and maintain up-to-date records.

What You’ll Bring Client Solutions Specialist:

• Must be 18 years or older.
• A computer and reliable internet connection are essential.
• Strong communication and interpersonal skills to foster meaningful clie nt relationships.
• A clean background is a must.
• Ability to work independently, manage your time effectively, and prioritize tasks.

Why Join Us?

• This role is offering the flexibility and freedom of working as an Independent Contractor.
• Unlock the potential for high earnings, ranging from $1,500 to $5,000 per month.
• We offer opportunities for sponsored licensing, including Life Producer, SIE, Series 6, Series 63, Series 26, Series 65, Annuities, and Mortgage licensing.

Seize this incredible opportunity to build a rewarding career in finance while making a real impact on the lives of others!

Job Type: Client Solutions Specialist
Compensation: $1,500.00 – $5,000.00 per month

Ready to begin your journey? Apply today! If you read through the job description, please text your First Name and “Opportumity” to (586) 484-5484.

Job Types: Full-time, Part-time

Pay: $1,000.00 – $5,000.00 per month

Expected hours: 8 – 20 per week

Benefits:

• On-the-job training
• Professional development assistance
• Work from home

Job Type: Part-time

Pay: $1,500.00 – $5,000.00 per month

Expected hours: 8 – 20 per week

Benefits:

• Flexible schedule
• On-the-job training
• Professional development assistance
• Referral program
• Work from home

Work Location: Remote