Client Specialist – No Experience Needed - Remote

About Cornerstone Financial Solutions

Cornerstone 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 Overview

We 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 Responsibilities

• Conduct virtual consultations with clients to assess their life insurance and financial protection needs
• Recommend personalized insurance solutions using our network of top-rated carriers
• Guide clients through the application and coverage process, ensuring clarity and understanding
• Provide ongoing support and relationship management for clients
• Maintain accurate records and adhere to regulatory and compliance requirements
• Collaborate with your team and management to meet professional goals

What We Offer

• Comprehensive training and full support during the onboarding process
• Pre-qualified client leads — no cold calling required
• Fully remote position with flexible scheduling
• Opportunities for long-term career growth, leadership, and specialization in financial services

Who You Are

• Motivated, reliable, and eager to learn
• Confident communicator who enjoys helping others
• Organized, proactive, and goal-oriented
• Professional attitude with strong integrity and accountability
• U.S. citizen or permanent resident

Why 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!