Remote Client Account Specialist

Remote Jobs; New Britain (CT); Teletrabalho; USD 45 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Resumo da oferta

Remote Jobs offers 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. If you want a job with no conversations, this is not for you.

Daily work includes speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a client list, all supported by pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualificações

• Must be self-motivated and able to work in a performance-driven environment.
• Strong communication and interpersonal skills are essential.
• Willingness to learn and receive feedback, with openness to coaching.

Responsabilidades

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

Conhecimentos

Communication

Self-starter

Coaching mindset

Descrição da oferta de emprego

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.