New Member Onboarding Specialist - Remote

Remote Jobs; Ames (IA); Remote; USD 60,000 - 90,000; Full time

Job summary

Remote Jobs is seeking a client-facing professional for a fully remote role in the financial services sector. You will be paired with a growing team, receive mentorship, and guide clients who seek guidance on benefits and services.

Ideal candidates communicate clearly, work autonomously, and are open to a proven process. The role emphasizes meaningful work with families and flexible scheduling to fit real life.

Qualifications

• Clear and human communication must be demonstrated.

Responsibilities

• Enroll and support clients who requested guidance.
• Engage in benefits discussions as part of the client conversations.

Skills

Clear communication

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

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.