We are seeking a professional and personable Customer Service Representative to connect with interested individuals and guide them through identifying the best options based on their unique needs and goals. This role is ideal for someone who enjoys meaningful conversations, takes pride in helping others, and can confidently provide clarity and direction in a professional setting. The ideal candidate is someone who is organized, responsive, and genuinely passionate about serving others. You will play a key role in creating a positive experience by listening carefully, asking the right questions, and helping clients feel confident in their decisions. Responsibilities: • Speak with interested clients to understand their needs, goals, and current situation • Provide clear and helpful guidance to match clients with the most suitable solutions • Maintain timely communication and follow up consistently with clients • Stay organized by managing notes, client information, and next steps effectively • Deliver a high level of professionalism, courtesy, and respect in every interaction • Be proactive in scheduling and confirming appointments • Work collaboratively with the team to ensure a smooth client experience • Demonstrate a genuine passion for helping people and making a positive impact Qualifications: • Strong communication skills with the ability to build trust and rapport quickly • Organized, detail-oriented, and able to manage multiple conversations and tasks • Timely, dependable, and accountable in all responsibilities • Friendly, courteous, and service-driven mindset • A true passion for helping people and providing value • Comfortable speaking with clients over the phone and via messaging • Self-motivated with a willingness to learn and grow • Previous experience in customer service, sales, or client-facing roles is a plus Compensation: $54,000

• Speak with interested clients to understand their needs, goals, and current situation • Provide clear and helpful guidance to match clients with the most suitable solutions • Maintain timely communication and follow up consistently with clients • Stay organized by managing notes, client information, and next steps effectively • Deliver a high level of professionalism, courtesy, and respect in every interaction • Be proactive in scheduling and confirming appointments • Work collaboratively with the team to ensure a smooth client experience • Demonstrate a genuine passion for helping people and making a positive impact