Customer Advisor Part Time Remote Jobs in Usa
246 positions found — Page 2
We are currently looking for a part-time Membership Counselor for evenings from 4pm-9pm. Requirements: energetic and motivated. This is a sales position. Responsibilities include hitting monthly membership goals, maintaining day to day operations, cleaning, and customer service. Basic people, phone, computer, printer/scanner, and email skills needed.
Compensation: $12.00 - $30.00 per hour.
About Workout Anytime:Workout Anytime 24/7 has earned a well-deserved spot on Entrepreneur's prestigious list of top 500 Franchises for 2024!
Atlanta-based Workout Anytime is a 24-hour, seven-day-a-week fitness concept with 180+ units across the U.S. Founded by fitness veterans John Quattrocchi and Steve Strickland, the company was formed to provide members with first-class fitness facilities at the lowest cost possible, deliver a profitable and affordable business model to franchisees and offer exciting career opportunities for its employees.
MissionTo provide a friendly, convenient, life-changing journey with passion.
VisionTo reshape the fitness community where everybody aspires to be the best they can be.
Values- Attitude - We drive a positive culture of confidence and enthusiasm by doing the right thing for all our members, partners, and staff.
- Care - We provide our members, partners, and staff with an environment that is welcoming and respectful of each individual.
- Excellence - We are committed to the success of our members and partners through the expertise and dedication of our team.
- Think Big
- Keep It Simple
- Do It With Integrity
Job Title: Financial Counselor
Location: San Diego, CA (On-site only)
Employment Type: Full-Time
Salary Range: $28 - $31
About Us
At Reproductive Partners San Diego, we are proud to support individuals and families on their fertility journey with compassion, innovation, and personalized care. As a recognized leader in reproductive health, we are seeking a dedicated Financial Counselor to join our on-site team and help patients navigate the financial aspects of treatment with clarity and confidence.
Position Summary
The Financial Counselor will guide patients through insurance coverage, billing procedures, and available financial assistance options. You will act as a key liaison between patients, healthcare providers, and insurance companies to ensure transparency and resolution in all financial matters related to fertility care.
Key Responsibilities
- Educate patients on insurance benefits, limitations, and expected out-of-pocket expenses
- Interpret and review medical bills, insurance claims, and financial documents for accuracy
- Coordinate with providers and insurers to resolve payment issues and disputes
- Assess eligibility for financial assistance and assist with applications
- Explain billing codes, insurance terminology, and payment obligations to patients
- Maintain comprehensive and accurate financial records for each patient
- Stay current with changes in healthcare insurance policies and billing procedures
Must-Have Qualifications
- Prior healthcare experience (clinic, hospital, or medical office)
- General knowledge of insurance plans and terminology
- Insurance claims and billing experience
- Strong customer service skills – both written and verbal
- Analytical and problem-solving skills with excellent attention to detail
Nice to Have
- Experience at a fertility or IVF clinic
- Bilingual (Spanish preferred)
- Proficiency in Microsoft Excel
Automatic Disqualification
- Applicants seeking remote-only or part-time roles will not be considered
Qualifications
- Bachelor’s degree in healthcare administration, Finance, Business, or equivalent experience
- Knowledge of medical billing systems, insurance procedures, and patient finance
- Ability to manage confidential information with professionalism and discretion
- Empathy, integrity, and a patient-first mindset
Why Join Us?
- Opportunity to make a meaningful impact in patients’ lives
- Collaborative and supportive clinical team
- Competitive compensation and growth potential
- Work with a nationally recognized fertility practice
Capital One's technology transformation has presented an exciting opportunity to usher in leading edge, innovative approaches to compliance risk management working closely with our business partners. Capital One leverages cutting edge technology to further its most dynamic and innovative products. This calls for new and creative ways for us to think about compliance and risk in a way that helps the business succeed safely and quickly. Privacy Compliance is at the center of these activities and performs a key risk management role to ensure the business and corporate initiatives comply with applicable federal, state, and international privacy laws and regulations.
The Process and Governance (ProGov) team sits in the second line of defense, is an integral part of Privacy Compliance and Risk (PC&R), and performs key privacy compliance activities that help to manage privacy risk across the company. The ProGov team is responsible for creating and maintaining external privacy disclosures, internal privacy policies, standards, and procedures; creating enterprise-wide training on a variety of privacy laws and regulations; and developing other tools and processes to facilitate a well-managed privacy program across the company.
The Compliance Privacy Senior Associate performs a key second line of defense role to ensure business lines and corporate initiatives comply with applicable federal and state Privacy laws and regulations related to the use and sharing of customer data. Under managerial supervision, the Compliance Privacy Senior Associate will work closely with the business, legal, tech, and risk partners, and be a resource on issues related to complying with current and emerging privacy laws and managing privacy risk. The advisor will collaborate with an experienced and diverse group of Compliance professionals and help ensure adherence to our Compliance Management Policy by providing advice and effective challenge to our business partners. A successful Senior Associate is highly motivated, enjoys problem solving, and is able to work well in a team environment.
Responsibilities:
- Assess and document business initiatives that may use or share customer data and determine the need to perform relevant suppression practices
- Under managerial supervision, provide effective challenge and guidance on compliance risks and support lines of business through various interactions and forum engagements
- Advise lines of business on application of Compliance requirements, such as: new products, process development, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and change in law or regulation
- Advise lines of business in the development and maintenance of the Compliance Program, such as how to monitor, report, and train
- Support lines of business through advice, influence adjustments to the processes, procedures, and controls
- Review Complaints generated from lines of business and provide guidance on remediation, escalate and facilitate with subject matter experts, when necessary
- Conduct targeted validations on controls over applicable regulations
- Involvement with compliance testing and third party compliance, as directed
- Maintain understanding of Compliance Risk Management Framework and applicable laws and regulations
- Identify trends in data produced by lines of business
- Assist in capturing, maintaining, and analyzing compliance data, interpreting it to ensure consistency and adequate Compliance Risk Management
- Actively participate on projects through providing guidance, advise, and effective challenge
- Participate in reporting activities, as directed
Basic Qualifications:
- Associate's Degree or Military Experience
- At least 1 year of experience in financial services, specifically within accounting, audit, or an analytical disciplined field
Preferred Qualifications:
- Bachelor's Degree
- 2+ years of experience in privacy compliance, legal, or risk management.
- 2+ years of experience in financial services consumer compliance monitoring, risk, or auditing experience.
- CIPP (Certified International Privacy Professional) or CRCM (Certified Regulatory Compliance Manager) certification
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $94,600 - $107,900 for Compliance Advisory Specialist II
Richmond, VA: $86,000 - $98,200 for Compliance Advisory Specialist II
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-8 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to .
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach. You will maintain expert knowledge of top beauty brands, execute merchandise sets, replenishment and visual standards according to Sephora at Kohl's standards and ensure an excellent overall client experience.
What You'll Do
- Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products
- Develop and expand knowledge of the beauty industry
- Provide credibility to the client through knowledge of products and beauty trends
- Inspire clients through demonstrating products and application of products
- Understand and execute the sales plans to support and meet goals
- Execute and maintain all Sephora visual merchandising and operational standards, including merchandise sets, tester maintenance and department cleanliness and hygiene standards
- Ensure timely and consistent sales floor replenishment to drive sales and enhance the customer experience
- Actively engage and complete all required training to expand knowledge
- Support omni-processing within the department
- Support inventory management from receipt to sale, including freight processing, back stocking, inventory counts and price changes
All associates are responsible for:
- Acting with integrity and honesty and fostering teamwork in an engaged and inclusive culture
- Exercising good judgment and discernment when making decisions; taking appropriate partners as needed
- Supporting and executing safety and shortage reduction programs following company guidelines
- Accomplishing multiple tasks within established timeframes
- Following company policies, procedures, standards and guidelines
- Maintaining adherence to company safety policies for the safety of all associates and customers
- Receiving, understanding and proactively responding to direction from leaders and other company personnel
- Other responsibilities as assigned
What Skills You Have
- Authentic passion for beauty
- Client-facing retail or service industry experience
- Excellent written and verbal communication skills with the ability to influence in a clear and concise manner
- Availability to work days, nights, weekends and holidays
Essential Functions
- Ability to perform the accountabilities listed in the \"What You'll Do\" Section.
- Ability to satisfactorily complete company training programs.
- Ability to comply with dress code requirements.
- Basic math and reading skills, legible handwriting, and basic computer operation.
- Ability to operate and communicate on multiple frequency devices, handheld scanners, and other technology equipment as directed.
- Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company.
- Perform work in accordance with the Physical Requirements section.
Physical Requirements
- Must be able to lift up to 50 lbs. frequently and occasionally over 50 lbs. with a two person lift.
- Ability to climb, squat, stoop, kneel, crouch, bend, twist, reach, lift, grasp, push and pull on a frequent basis.
- Ability to stand/walk for the duration of a scheduled shift (at least 8 hours).
- Ability to visually verify information and locate and inspect merchandise.
- Ability to comply with health and safety standards.
Pay Range: $19.60 - $27.45
Kohl's offers a variety of benefits to associates depending on full-time/part-time status and work hours, including: WORK LIFE BALANCE (PTO, Vacation Buy Program, Parental Leave), HEALTH & WELLNESS (Medical, Dental, Vision and other short and long term disability programs, Emergency health and wellness programs such as Accident Protection Plans, Critical Illness Plans and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for you, your family or your pet, as well as other protection programs), and LIFE EVENTS (Legal and adoption assistance benefits).
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll begin working a flexible part-time schedule in early December as you ramp up for the busy tax season and transition to a full-time schedule from January through April.
It Would Be Even Better If You Also Had...- Experience supervising or managing people
- History of delivering outstanding customer experiences
- Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allow us to promote the value of H&R Block
- Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
- Serve as point of contact for onsite escalated client service concerns
- Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
- Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
- Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
- Lead daily huddles and communicate essential information to office associates
Your Expertise
- Prior experience working in customer service or similar role
- Strong organizational skills and ability to plan and manage day-to-day office operations
- Customer-centric mindset and strong communication skills
- Computer proficient with the ability to use MS Office
- Demonstrated ability to work independently with minimal supervision
- Positive attitude
- Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs
- High school diploma / equivalent or higher
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- Employee Assistance Program with Health Advocate.
- Wellbeing program, BetterYou, to help you build healthy habits.
- Neurodiversity and caregiver support available to you and your family.
- Various discounts on everyday items and services.
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
The community you will join:
At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
Sponsored Job #14425
McCarthy Services
OverviewPay: $20.00 - $22.00 per hour + commissionEarning potential: $20 $30/hour on average with commissionSchedule: Monday to SundayLocation: Annandale, VAPart-time and full-time opportunities available:
Join McCarthy, the nation's largest provider of residential HVAC, plumbing, and electrical services with 7,000+ professionals and over 45 years of trusted home service.
What We Offer:
Weekly pay via direct deposit
Commission on top of hourly rate
Paid training no HVAC experience required
Career path into Sales Advisor roles
Full-time employees also receive:
Insurance available after 31 days
Low-cost medical (as low as $5/week)
Dental, vision, HSA/FSA
401(k) with company match
Paid time off + holiday pay
Company-paid life insurance
Work inside a national retail home improvement store engaging customers about HVAC upgrades, indoor air quality, and energy savings. You'll promote free in-home consultations or schedule tune-ups our expert sales advisors handle the rest.
QualificationsWhat You Need:
Outgoing personality and willingness to speak with shoppers
Retail, kiosk, or sales experience preferred (not required)
Ability to stand and walk during shift
Weekend and some holiday availability
Reliable transportation
Clean, professional appearance to represent the ARS brand
Must be at least 18 years old and pass a background check
Attend weekly in-office meetings
Note: This posting outlines potential pay ranges and opportunities, which are not guaranteed and do not represent a formal offer. Additional compensation may be offered based on experience and will be outlined in an offer letter addendum. ARS is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status under applicable federal, state, or local laws. Privacy policy available upon request.
Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.
We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.
Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.
What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.
No prior financial experience is needed — we provide full training and support to get licensed and build your business.
Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.
Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000 What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.
Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.
If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect.
Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
Currently looking for a reliable and knowledgeable Service Advisor that helps assist the General Manager with daily duties. Responsibilities for Service Writer:
- Provide excellent customer service from intake to release of vehicle, and perform any additional follow up
- Listen carefully to customer descriptions and assess the vehicle to determine the best repair plan
- Advise the customer on the auto repairs that you recommend and offer a pricing quote
- Communicate with parts sellers and technicians to make sure everything needed is on hand
- Provide updates to customers as their work is completed
- Answer detailed questions about services performed and price information
- Maintain customer records by keeping all files organized
- Schedule appointments over the phone
Qualifications for Service Writer:
- Basic math and accounting knowledge
- Strong understanding of auto mechanics and the ability to identify appropriate repairs for vehicle problems
- Ability to break down complicated automotive or industry topics into understandable advice meant for customer understanding
- Advanced computer and data-entry skills
- Organizational and record-keeping skills
- Ability to stand, walk, sit and lift up to 25 pounds
- Have a teamwork mindset in the workplace and accept feedback on your work
- Understand the typical format of company schedules in order to manage time efficiently
- Ability to multitask, work in high-stress settings
- Can work Saturdays
Join Our Team
As one of the largest destinations for automotive services, Midas is dominating the industry in developing career paths and building relationships within the communities they serve.
At Midas, we take care of everythingtires, brakes, oilso the opportunities to grow and develop expertise with Midas are endless.
Supervisory Responsibilities: This job has no direct supervisory responsibilities.
Essential Duties and Responsibilitiesinclude the following: Assures New and PreOwned Vehicles are in Inventory properly to create a Repair Order and start Recon process with the technicians in ReconTrac.
This can include putting the keys in the Keytrak system.
Works with PreOwned Managers and technician to identify required items needed to pass specific PreOwned Inspections.
Advises PreOwned Managers on necessary and recommended services.
Computes cost of replacement parts and labor to pass Hendrick and/or Factory Inspection checklists.
Estimates cost of mechanical, electrical, or other repairs.
Enters itemized estimate in ReconTrac to submit for approval from PreOwned/Service Managers.
Works with the Vendors for Detail and Interior Exterior Reconditioning to ensure timely and quality workmanship and processes Purchase Orders for Invoices on the Repair Order for each Sublet Repair Item as soon as the work has been completed on the vehicle.
Assists the Sales Team to get the vehicles to the front line for retail sale as quickly and efficiently as possible.
Meets dealership’s standards for repair and order production.
Maintains an organized, clean and safe work area Participates in required training Records all hours worked accurately in company timekeeping system Follows Safeguards rules and regulations.
Demonstrates the Company’s Core Values Complies with Company policies and procedures Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.
Other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with medical conditions to perform the essential functions.
Desired Education: o GED √ High School Diploma o Associate Degree o Bachelor Degree o Master Degree o Doctorate Degree Field of Study/Work Experience: o Accounting √ Automotive o Business o Human Resources o Information Technology Desired Work Experience: o up to 3 years √ 3-5 years o 5+ years Education/Experience: Previous experience in automotive or customer service industries.
Working knowledge of the mechanical operations of vehicles.
Excellent interpersonal, customer service, and organizational skills.
Certificates and Licenses: √ Valid Driver’s License o Automobile Salesperson License Computer Skills: Intermediate skills in Microsoft Office products.
Ability and knowledge of the Dealership Management System and other web based applications utilized for operations.
Communication Skills: Ability to understand and follow instructions.
Ability to communicate effectively with customers and company personnel.
Attendance Expectations: The position requires regular and predictable attendance.
Scheduled shifts may include evening hours, weekends, and holidays.
Physical Demands: While performing the duties of this Job, the employee is regularly required to talk or hear.
The employee is frequently required to stand; walk; and sit.
May be exposed to load noise, vibration, exhaust fumes, and other service repair conditions.
Environment Demands: Duties are generally performed in the service area.
Work includes inspection of customer vehicles and frequent movement around the Service Department and among service technicians.
Frequently interacts with service manager and service technicians, and employees from various departments in the dealerships.
Verbal and Writing Ability: Ability to read and comprehend instructions, correspondence, and memos.
Ability to effectively present information in one-on-one and small group situations to customers and other employees.
Math Ability: Ability to add, subtract, multiply and divide.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions.
Ability to deal with standardized situations.
Core Values: To perform the job successfully, an individual should demonstrate the following Core Values: Servant Leadership Servant Leaders consciously put the needs of others before their own, because to serve people is to value them.
Teamwork through Trust & Respect Diversity is strength, and when we trust and respect one another we can work as a team to achieve at a high level.
Integrity Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law, drives every action we take and every decision we make.
Commitment to Customer Enthusiasm Every day we recommit ourselves to the customer experience, and we are empowered to exceed the expectations of our customers.
Passion for Winning Hendrick’s tradition of winning is based on the idea of striving to be the best, not the biggest, and is therefore defined by how we treat our people.
Accountability at All Levels Taking ownership of our actions and our decisions allows us to grow as individuals, and support each other as a team.
Commitment to Continuous Improvement Every day we soften our hearts as well as our egos, in order to seek out and improve upon areas of opportunity within ourselves and our team.
This job description in no way states or implies that these are the only duties and responsibilities to be performed by this employee.
The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor.
This job description is subject to revision at the discretion of the company.
The Internal Service Advisor Position has a Pay Scale consisting of the following elements and ranges.
Wages include Base Hourly Compensation of between $20.00 and $23.00.
The position also may also pay a production bonus based on individual performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit.
Please click here to view the CPRA Job Applicant Privacy Notice: CPRA Job Applicant Privacy Notice Hendrick is an Equal Opportunity employer.
Minorities, women, veterans, and individuals with disabilities are encouraged to apply.
For more information regarding the EEOC, please visit .
Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.
As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.
What you'll do as an In-plan Client Support Advisor:
- Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
- Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
- Adapt a client first approach to provide an exceptional client experience
- Educate and service 10-12 clients daily
- Identify additional/future client needs and refer the client to their local advisor
We provide the support. You create the possibilities.
This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.
What our employees love most about working at the Retirement Education Center:
- This is a salary paid position with a monthly incentive bonus
- Company paid licensing (includes exams, materials and study time)
- Servicing existing clients (no cold calling or prospecting)
- Ongoing training & development including mentorship
- Work/life balance including 24 days of paid time off in first year + holidays
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
- Flexible work environment with the opportunity to work remotely
- Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues
Requirements:
- Bachelor's Degree or Equivalent
- 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
- Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
- Experience in developing trusting relationships with clients
- Ability to collaborate and drive results
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.