Client Solutions Specialist (Full-Time & Part-Time)

Job Description

Job Description

Client Solutions Specialist (Full-Time & Part-Time)

Location : 3410 Midcourt Road, Suite 119, Carrollton, TX 75006

Job Types : Full-Time, Part-Time

Compensation : $50,000 - $60,000 per year (Commission Bonuses)

Schedule : Monday to Friday

About Us

With over 100 years of combined industry experience through our trusted partners, we are a leading sales and consulting firm dedicated to helping individuals and families find the best solutions to meet their goals. Partnered with 30 top companies, we offer a wide range of products and services to fit the unique needs of our clients.

Our team is made up of diverse, driven professionals who are passionate about personal growth, teamwork, and delivering real results.

We specialize in :

Retirement Planning Solutions

Life Insurance & Annuities

401K / IRA / Roth IRA Rollovers

Debt Management Support

Goal Setting & Financial Wellness Programs

Position Overview

We are looking to add 10 new team members in the next 30 days! As a Client Solutions Specialist, you’ll play an important role in helping people find the right products and services to meet their needs while building a career with growth potential.

Key Responsibilities :

Connect with clients through phone calls and face-to-face meetings

Identify client needs and recommend tailored solutions

Build and maintain strong client relationships

Manage client applications, documentation, and communications

Participate in ongoing training and development

Work collaboratively with the team to foster a positive work environment

Who We’re Looking For :

We are looking for motivated, goal-driven individuals who enjoy helping others and are eager to learn. No prior experience is required - provide all the training you need to succeed!

Ideal Candidate Qualities :

Strong communication and people skills

Self-motivated with a positive attitude

Comfortable working in a fast-paced environment

Open to learning and professional development

Team-oriented with a collaborative mindset

Our Company Culture :

We’re committed to creating an environment where every team member can thrive. We focus on :

Recognition : Celebrating achievements big and small

Growth : Providing ongoing learning opportunities

Respect : Building strong, supportive relationships

Positivity : Creating a work environment where everyone feels valued

Why Join Us?

Flexible Schedule : Full-time and part-time positions available

Competitive Pay : Base salary plus commission and bonuses

Growth Opportunities : Continuous training and career development

Supportive Team : Work with like-minded individuals who want to see you succeed

Qualifications :

Preferred : Driver’s License

Strong organizational and time-management skills

Ability to manage client relationships effectively

No Prior Experience Required : Comprehensive training provided

Inclusive Hiring : Individuals with criminal records are encouraged to apply

Work Location :

3410 Midcourt Road, Suite 119, Carrollton, TX 75006

Ready to Start Your Journey?

If you’re looking for a role where you can grow, make an impact, and be part of a supportive team, we’d love to hear from you. Apply now and take the first step toward an exciting new career!

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Salary : $50,000 - $60,000