Remote Client Consultation Specialist

Remote Jobs

Fort Mill (SC)

Remote

USD 40,000 - 70,000

Full time

14 days+

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Job summary

Remote Jobs is hiring for a remote financial-services role that emphasizes structured days and warm-lead conversations. Training is provided before you perform, and you will receive coaching as you ramp. The position offers a pipeline built on warm leads and a path for high performers to advance into leadership roles.

This remote opportunity is designed for candidates nationwide, with no office required, enabling flexibility and focused performance in a home-based setting.

Skills

Structured days
Warm-lead conversations
Coaching while ramping
Fast learner

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different
  1. The work has a point - families protecting income and future.
  2. Home base. No office required.
  3. You are trained before you are expected to perform.
  4. Your pipeline is warm leads.
  5. High performers get a leadership track.
We hire for
  • On-time follow-up
  • Clean video presence
  • Fast learning on tools
  • Respect for the client

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.

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