Remote Client Advocacy Specialist — Warm Leads, Growth

Remote Jobs; Huntington (WV); Remote; USD 50,000 - 70,000; Full time

Job summary

Remote Jobs is seeking a diligent professional for a remote financial-services role with structured days, warm-lead conversations, and coaching during ramp-up. You’ll work from home, engaging qualified leads and guiding them toward the next step in the client journey.

We hire for rapid learning, strong communication, and reliability. Training is provided, and top performers may access a leadership track as the role evolves.

Qualifications

• Ability to engage warm leads and guide conversations with clients.
• Excellent communication and active listening skills.
• Quick to learn new tools and processes for remote work.
• Professional video presence for virtual meetings.

Responsibilities

• Follow up on warm leads with timely outreach.
• Conduct conversations to understand client needs and next steps.
• Participate in ramp-up coaching and training sessions.
• Record updates and progress in standard CRM tools.

Skills

Warm leads handling

Strong communication

Fast learner

Video presence

Job description

Remote Jobs is seeking a diligent professional for a remote financial-services role with structured days, warm-lead conversations, and coaching during ramp-up. You’ll work from home, engaging qualified leads and guiding them toward the next step in the client journey.

We hire for rapid learning, strong communication, and reliability. Training is provided, and top performers may access a leadership track as the role evolves.