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Posted on 13 November 2023 by

Schaible Agency 
Financial Services 

The Schaible Agency is looking for a few key client solutions professional to support our team and provide exceptional customer service. As well as help with expansion efforts. The ideal candidate has a passion for helping others, excellent communication skills, and can build strong customer relationships.

Responsibilities include providing product and service information to customers, answering calls and emails, processing orders, and ensuring customer needs are met. You'll also handle customer support for our website and social media, collaborating with internal teams for timely responses.


  • 4+ years of employment experience

  • Reliable laptop and internet connection

  • Proficiency in basic computer skills (Zoom, email, Google Calendar, Drive, etc.)

  • No prior monetary-related felonies/misdemeanors

Soft Skills:

  • Positive attitude and problem-solving mindset

  • Growth-oriented and willing to learn

  • Team player who celebrates others' accomplishments

  • Process-oriented and focused on results

  • Genuine, generous, and excellent communication skills

  • Independent and entrepreneurial mindset

  • Demonstrates grit and tactfulness

As an independent consultant, you'll hold three licenses (Insurance, Investment and Mortgage licenses - state and federally regulated) that the company pays for providing top-notch education and products for clients.

Working part-time, either 5-10 or 10-20 hours per week, you'll network, set appointments, and follow up with clients. Client satisfaction and support are crucial, with regular check-ins and annual reviews.

As a client solutions professional at Schaible Agency, you'll play a pivotal role in supporting our team, providing excellent customer service, and empowering individuals with top-notch solutions. If you have the required skills and qualifications, we welcome you to join our dynamic team and embark on a rewarding career journey.

Job Types: Full-time, Part-time

US Citizenship OR Permanent Resident (Green Card)

Education: High school or equivalent (Required)

Work Location: Remote if you so choose.

Please send your resume to

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