Customer Service Representative

Job Description

Job Description

The Fortitude Team is looking for a friendly, motivated, and service-minded Remote Customer Service Representative to join our growing team.

In this role, you’ll work directly with individuals and families to understand their financial goals, provide educational guidance, and help connect clients with financial solutions designed around their needs. If you enjoy building relationships, helping others, and creating a positive client experience, we’d love to meet you.

No previous financial services experience is required. We provide comprehensive training, mentorship, and ongoing professional development to help you build a rewarding career.

This is a remote opportunity offering flexible part-time and full-time schedules.

Compensation:

$70,000 - $80,000 yearly

Responsibilities:

• Build positive relationships with prospective and existing clients through virtual meetings.

• Educate individuals and families on financial concepts and planning strategies.

• Conduct client needs assessments and identify financial goals.

• Provide exceptional customer service throughout the client experience.

• Schedule and conduct follow-up appointments with clients.

• Maintain accurate client records and documentation.

• Participate in ongoing training, mentorship, and professional development.

• Collaborate with experienced team members to develop client recommendations.

• Build a client base through referrals, networking, and community relationships.

• Complete state licensing requirements and maintain industry compliance.

Qualifications:

• Outstanding communication and interpersonal skills.

• Passion for helping people and delivering exceptional customer service.

• Positive attitude with a willingness to learn and grow.

• Self-motivated and dependable.

• Comfortable working independently in a remote environment.

• Strong organizational and time-management skills.

• Previous customer service, banking, healthcare, hospitality, education, or sales experience is preferred but not required.

• High school diploma or equivalent.

• Must be eligible to obtain the required state insurance and financial services licenses.

About Company

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.