Remote Customer Service Agent

Remote, USA Full-time Posted 2025-03-08

Who You Are

At Austin & Associates, you are looking to join a team that is committed to helping the everyday person realize their dreams and financial goals. We?re also looking for people who are comfortable helping clients. Agents who can deliver financial plans and then follow up on those plans for years to come. In short, we need agents who can work with client?s while training new agents to... do the same thing. You have a love of learning and excel in communication, sometimes knowing what the person needs before they do. You see challenges as an opportunity to expand your character and build knowledge.

Job Description

At Austin & Associates, we?re looking to develop a few new teammates this year in position of Remote Financial Agent. This person will ensure staffing needs are met by recruiting, hiring, onboarding, and coordinating new employee training to maximize retention as well as creating and delivering financial plans. This is a wonderful secondary and/or work-from-home opportunity for anyone who needs personal flexibility with their schedule.

What you'll be doing

Consistency is key for this position! If this list excites you then this may be the position for you.
? Conduct calls with representatives to expand reach of the company
? Conduct appointments with potential clients (we work around your schedule)
? Train and onboard new hires
? Develop new hires into key team members

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