Client Specialist – No Experience Needed - Remote

About Cornerstone Financial SolutionsCornerstone Financial Solutions is a nationally licensed brokerage committed to helping families protect what matters most. We work with top-rated insurance carriers to provide life insurance and retirement protection solutions tailored to each client’s unique needs. Our mission is to make financial security accessible, understandable, and reliable.As a trusted brokerage, we prioritize transparency, compliance, and client-first service.Position OverviewWe are looking for motivated individuals to join our remote sales team. This role is ideal for people who enjoy helping others, want flexible scheduling, and are looking to build a meaningful career in financial services. No prior insurance experience or license is required — we provide full training and guidance to obtain necessary license and become confident in your role.Key ResponsibilitiesConduct virtual consultations with clients to assess their life insurance and financial protection needsRecommend personalized insurance solutions using our network of top-rated carriersGuide clients through the application and coverage process, ensuring clarity and understandingProvide ongoing support and relationship management for clientsMaintain accurate records and adhere to regulatory and compliance requirementsCollaborate with your team and management to meet professional goalsWhat We OfferComprehensive training and full support during the onboarding processPre-qualified client leads — no cold calling requiredFully remote position with flexible schedulingOpportunities for long-term career growth, leadership, and specialization in financial servicesWho You AreMotivated, reliable, and eager to learnConfident communicator who enjoys helping othersOrganized, proactive, and goal-orientedProfessional attitude with strong integrity and accountabilityU.S. citizen or permanent residentWhy Join Us?At Cornerstone Financial Solutions, you’ll be joining a reputable, client-focused team where your growth is supported every step of the way. This is an opportunity to build a rewarding career helping families achieve financial security, while working remotely with flexible hours and robust training.Take the next step in your career — apply today and start making a meaningful impact!