Customer Service Advisor

The Fortitude Team is expanding and seeking motivated, service-oriented individuals to join our growing organization as Customer Service Advisors.

In this role, you’ll work with individuals and families to understand their financial needs, provide personalized guidance, and help them explore financial solutions designed to support their long-term goals.

We believe exceptional customer service begins with listening, understanding people’s needs, and building relationships based on trust.

No previous financial services experience is required! We provide structured training, mentorship, and professional development to help you gain the knowledge and confidence needed to succeed.

This is a remote, independent-contractor opportunity with flexible part-time and full-time pathways. Applicable professional licensing is required.

Responsibilities

• Build and maintain positive relationships with prospective and existing clients.
• Meet virtually with individuals and families to understand their financial goals and priorities.
• Provide professional customer service and personalized financial education.
• Help clients explore financial protection, retirement planning, and wealth accumulation strategies after completing required licensing and training.
• Conduct client follow-ups and periodic reviews to ensure ongoing satisfaction.
• Respond to client questions and provide guidance regarding available services.
• Participate in ongoing training, mentorship, and professional development.
• Develop new client relationships through referrals, networking, and community outreach.
• Maintain accurate client information and follow company compliance standards.

Qualifications

• Excellent communication and interpersonal skills.
• Strong customer service mindset and genuine interest in helping others.
• Friendly, professional, and dependable.
• Positive attitude and willingness to learn.
• Coachable and receptive to feedback.
• Self-motivated, organized, and goal-oriented.
• Comfortable communicating with clients virtually.
• Ability to manage time effectively and work independently.
• Previous experience in customer service, sales, hospitality, healthcare, education, banking, or relationship management is a plus.
• No previous financial services experience required.
• Must be eligible and willing to obtain applicable professional licensing.

About the company

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers, helping others.