Experienced Financial Customer Service Representative – Empowering Families to Achieve Financial Independence and Security

Remote, USA Full-time
Are you passionate about helping others achieve financial freedom and security? Do you have a genuine desire to make a positive impact in the lives of families? If so, we invite you to join our dynamic team at blithequark, a pioneering organization dedicated to empowering middle-income families to achieve financial independence and security. Our mission is to provide personalized coaching and educational programs that equip families with the tools and knowledge they need to succeed. About blithequarkAt blithequark, we believe that everyone deserves access to financial education and guidance.Our mission is similar to that of Dave Ramsey, guiding families towards their financial goals and transforming lives. We are committed to creating a supportive and collaborative team environment that fosters growth, learning, and success. Our team members are passionate about helping others, and we are seeking like-minded individuals to join our ranks. Position OverviewWe are seeking compassionate and motivated individuals who have a passion for helping others. As part of our team, you will play a critical role in guiding families to financial freedom.Whether you are just starting your career or looking to advance to a leadership role, we have opportunities for Financial Representatives, Trainers, and Vice Presidents to run offices. Our team members are the backbone of our organization, and we are committed to providing them with the support, training, and resources they need to succeed. ResponsibilitiesAs a Financial Customer Service Representative at blithequark, you will have the opportunity to work in various roles, including:* Field Representative: Engage with families to understand their financial challenges and goals.Educate and guide clients through personalized strategies. Build lasting relationships and be a trusted representative for financial wellbeing. * Field Trainer: Mentor and develop new representatives. Conduct workshops and training sessions on financial principles and client engagement. Lead by example, demonstrating best practices and fostering a supportive learning environment. * Branch Manager (VP of Operations): Oversee office operations and ensure alignment with our mission and values. Inspire and lead a team of representatives and trainers.Drive initiatives to expand our reach and impact within the community. QualificationsTo be successful in this role, you will need to possess the following qualifications:* A genuine desire to help others and make a positive impact. * Excellent communication and interpersonal skills. * Ability to build trust and rapport with clients. * Strong organizational and leadership abilities. * No experience in financial services, education, or coaching required but is a plus. What We OfferAt blithequark, we are committed to providing our team members with the support, training, and resources they need to succeed.Some of the benefits we offer include:* Comprehensive training and development programs. * Opportunities for career advancement and leadership roles. * A supportive and collaborative team environment. * The chance to make a meaningful difference in the lives of families. Career Growth OpportunitiesWe believe in promoting from within and providing our team members with opportunities for career advancement and leadership roles. Whether you are interested in becoming a Field Trainer, Branch Manager, or Vice President, we have a clear path for career growth and development.Learning BenefitsAt blithequark, we are committed to providing our team members with ongoing training and development opportunities. Our comprehensive training programs will equip you with the skills and knowledge you need to succeed in your role and advance in your career. Work Environment and Company CultureOur team members are the backbone of our organization, and we are committed to creating a supportive and collaborative team environment that fosters growth, learning, and success. Our company culture is built on the values of empathy, integrity, and excellence, and we are seeking like-minded individuals to join our ranks.Compensation, Perks, and BenefitsWe offer a competitive compensation package, including:* $24,500.00 - $187,500.00 per year* Comprehensive benefits package, including health, dental, and vision insurance* 401(k) retirement plan with company match* Paid time off and holidays* Opportunities for career advancement and leadership rolesIf you are driven by a passion for helping others and want to be part of a mission that changes lives, we would love to hear from you. and embark on a rewarding career that makes a difference.Job Types: Full-time, Part-timeShift:* 4 hour shift* 8 hour shift* Day shift* Evening shift* Morning shiftWork Location: Hybrid remote in Miamisburg, OH 45342
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