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Account Manager
2 weeks ago
Title: Account Manager – Entry Level
Job Type: Full-time / Location: Remote
Salary Range: 55,000 – 75,000 per year
About the Role :-
We're looking for goal-driven individuals who enjoy helping people make informed
financial decisions. In this position, you'll meet with clients virtually, learn about their
goals, and guide them through solutions designed to protect and strengthen their financial
future. This role blends consultative sales, education, and relationship-building—all from
the comfort of your home office.
Key Responsibilities:-
Schedule and conduct virtual consultations with clients
Identify client priorities and recommend suitable programs or plans
Explain options clearly and answer questions with professionalism
Maintain communication with clients through follow-up calls and emails
Keep current on financial tools, product updates, and best practices
Work closely with your mentor and team to reach performance goals
What You Bring:-
- Experience in customer service, financial services, or sales is helpful but not
required
Strong communication and listening skills
A genuine interest in helping clients understand and plan for their goals
Self-starter with the ability to manage your own schedule and stay organized
Compensation and Benefits:-
Commission-based compensation with the potential for performance incentives
Comprehensive onboarding, mentorship, and professional development
Recognition programs and travel incentives for high achievers
Remote flexibility and clear advancement paths
Job Type: Full-time
Pay: $55, $75,000.00 per year
Experience:
- Account Manager: 1 year (Preferred)
Work Location: Remote
