Customer Service Representative

ABOUT OUR COMPANY

We are an expanding financial services firm based in the Houston, Texas area, dedicated to helping individuals and families make informed financial decisions. Our goal is to empower Hispanic and American communities with financial education and strategies designed to protect their families, manage their money, and prepare for the future.

As our business continues to grow, we are seeking motivated individuals who want to learn, develop new skills, and become part of a supportive team. No industry experience is necessary. We offer structured training, personalized guidance, and ongoing professional development to help you get started.

POSITION OVERVIEW

We are looking for enthusiastic individuals interested in exploring opportunities within the financial services industry. This position is suitable for people seeking a flexible professional opportunity, whether they are starting a new career, looking for additional income, or interested in long-term professional development.

Our team will guide you through the required state licensing process, providing educational resources, exam preparation, and mentorship along the way.

The position offers a flexible schedule with an estimated commitment of 10–30 hours per week. Compensation is based on performance, providing opportunities to increase earnings according to your results and level of activity. Earnings are not guaranteed.

WHAT YOU WILL DO

• Help educate individuals and families about financial concepts, including life insurance, family protection, savings, debt management, and retirement planning.
• Build professional relationships with prospective and existing clients.
• Attend team meetings, online training sessions, and professional development activities.
• Work toward completing the necessary state licensing requirements with guidance from experienced team members.
• Provide client follow-up and ongoing service to help address their financial needs.
• Organize your activities and appointments according to your schedule.
• Participate in team initiatives and contribute to the growth of the business.

WHAT WE OFFER

• Comprehensive training: Learn the fundamentals of the financial services industry, even if you are starting from scratch.
• Licensing guidance: Receive assistance with the required state licensing process, study resources, and exam preparation.
• Spanish-language support: Access training and guidance in Spanish, with English resources available when appropriate.
• Flexible scheduling: An opportunity to coordinate your activities around school, family, or other professional commitments.
• Remote and in-person activities: Opportunities to participate in virtual sessions and work with the team at our Houston-area office.
• Professional development: Build communication, customer service, relationship-building, and financial education skills.
• Performance-based incentives: Potential additional compensation based on individual results and applicable company guidelines.
• A supportive team environment: Work alongside individuals committed to learning, collaboration, and professional growth.

QUALIFICATIONS

• Must be at least 18 years old.
• Must meet applicable state licensing eligibility requirements, including background screening where required.
• Strong Spanish communication skills are preferred; bilingual English and Spanish skills are an advantage.
• Good communication and interpersonal skills.
• Dependable, organized, and willing to learn.
• A professional attitude and the ability to work independently while collaborating with a team.
• No previous financial services experience is required.

TAKE THE NEXT STEP

If you are motivated to learn, enjoy working with people, and are interested in developing a professional future in financial services, we encourage you to apply.

Join a growing team committed to helping families become more financially informed while providing you with the training and support to develop your own skills and career.

Pay: $25,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule
• Life insurance
• Referral program

Work Location: In person