Crew Member, Finance & Banking

Missouri Riders Financial Services is committed to helping individuals and families understand their finances and make informed decisions about their financial future. The organization focuses on financial education as a foundation for confidence and long-term stability, offering guidance in areas such as life insurance protection, retirement strategies, investments, and overall financial needs. Through personalized conversations and virtual appointments, Missouri Riders Financial Services works to understand each client’s unique goals and explore solutions that align with those objectives.

The mission is to ensure more families gain practical financial knowledge so they can protect today and build tomorrow, while recognizing that products and services may be subject to licensing, eligibility, and availability.

The Crew Member role is a remote contract position focused on supporting clients through financial education and service coordination. Day-to-day responsibilities include engaging with prospective and current clients via phone or virtual meetings, gathering information about their financial goals and needs, and helping schedule and facilitate consultations with licensed financial professionals. Crew Members assist with preparing basic financial needs summaries, organizing client documentation, and updating internal systems to ensure accurate records.

The role also involves providing clear information about available educational resources, supporting marketing and outreach efforts, and collaborating with team members to deliver a consistent, client-centered experience.

• Strong customer service, client communication, and interpersonal skills, with the ability to build trust and explain information clearly.
• Organizational and administrative abilities, including managing schedules, maintaining accurate records, and handling multiple client interactions efficiently.
• Comfort with remote work technology, including video conferencing tools, CRM systems, and basic office software.
• Interest in financial education, personal finance, or financial services, with a willingness to learn about topics such as insurance, retirement, and investments.
• Professional, ethical approach to handling sensitive financial information and respecting client confidentiality.
• Self-motivated, reliable work habits, and the ability to work independently as a remote contract team member.
• Prior experience in customer service, financial services, or education is beneficial but not required; relevant certifications or licenses are a plus where applicable.