Remote Benefits Advisor — Warm Leads & Coaching

Remote Jobs; San Antonio (TX); Remote; USD 45,000 - 75,000; Full time

Job summary

Remote Jobs is seeking a motivated candidate for a remote financial-services role. You will engage warm leads, maintain strong follow-ups, and be coached during ramp-up. The position is home-based with no office required, and uses AI-assisted screening to support our recruitment process.

We value quick learners who communicate clearly, present confidently on video, and respect clients. Training is provided before you perform, ensuring you contribute from day one in a fully remote setup.

Qualifications

• Experience handling warm leads and driving conversations.
• Excellent written and verbal communication.
• Ability to coach and ramp quickly.
• Strong aptitude for learning new tools.
• Maintain a professional, confident video presence.

Responsibilities

• Engage and nurture warm leads for the remote role.
• Conduct coaching sessions as you ramp.
• Timely follow-ups with prospects and clients.
• Demonstrate strong communication and client respect.

Skills

Warm leads handling

Clear communication

Coaching during ramp

Fast learning on tools

Professional video presence

Tools

CRM software

Job description

Remote Jobs is seeking a motivated candidate for a remote financial-services role. You will engage warm leads, maintain strong follow-ups, and be coached during ramp-up. The position is home-based with no office required, and uses AI-assisted screening to support our recruitment process.

We value quick learners who communicate clearly, present confidently on video, and respect clients. Training is provided before you perform, ensuring you contribute from day one in a fully remote setup.