Client Success Associate - Work From Home

Remote Jobs; Greenville (MS); Remoto; USD 40.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Descrizione del lavoro

Remote Jobs is seeking a motivated teammate for a remote financial-services role built around warm leads and a coaching program. This position offers ongoing mentorship, flexible hours, and a structured onboarding process.

You will engage with individuals seeking information, map protection options to their needs, guide them through a simple enrollment flow, and curate a client list for long-term service.

Mansioni

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

Descrizione del lavoro

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.

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.