Client Onboarding Specialist - Remote

Remote Jobs; Fairmont (WV); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Remote tools

Mentorship

Job summary

Remote Jobs is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

Daily tasks include speaking with information-seeking clients, mapping needs for protection options, running enrollment flows, and building a client list with ongoing mentorship and flexible hours. A Zoom overview is the next step in the process.

Qualifications

• Self-starters who enjoy helping families and can handle a performance environment.
• Willing to be coached and accept feedback.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Coaching

Lead nurturing

Enrollment flow

Tools

CRM software

Video calls

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long‑term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step‑by‑step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self‑starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.