Remote Client Intake & Enrollment Specialist

Remote Jobs

Casper (WY)

Remote

USD 28,000 - 39,000

Full time

2 days ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Remote work
Coaching from experienced staff
Leadership path

Job summary

Remote Jobs is seeking motivated individuals for a fully remote opportunity focused on helping clients with financial-protection options. You will work with warm leads, receive coaching, and be measured on activity and results.

Interviews are conducted via Zoom, and there is a clear, written process to follow. Ideal candidates are competitive, coachable, and comfortable on camera, with a path into leadership if performance is strong.

Qualifications

  • Strong communication and persuasion skills for conversations with warm leads.
  • Ability to explain financial-protection options clearly and simply.
  • Capability to follow a coached, repeatable sales process and hit targets.

Responsibilities

  • Take conversations with warm leads and guide them through options.
  • Explain benefits simply and answer questions to help clients enroll when aligned.
  • Maintain a clean follow-up rhythm to manage prospects.

Skills

Communication
Sales mindset
Comfortable on camera

Tools

Zoom

Job description

Remote Jobs is seeking motivated individuals for a fully remote opportunity focused on helping clients with financial-protection options. You will work with warm leads, receive coaching, and be measured on activity and results.

Interviews are conducted via Zoom, and there is a clear, written process to follow. Ideal candidates are competitive, coachable, and comfortable on camera, with a path into leadership if performance is strong.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Client Enrollment Specialist
Remote Client Enrollment Specialist

Remote Jobs • Florida

Remote
USD 36,000 - 60,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Intake Specialist
Remote Client Intake Specialist

AO Garcia Agency • Casper (WY)

Remote
USD 40,000 - 60,000
Remote work
Written process
Coaching
+1
Remote Client Intake Specialist
Remote Client Intake Specialist

AO Garcia Agency • Owensboro (KY)

Remote
USD 38,000 - 65,000
Remote work
Coaching
Leadership path
+1
Remote Client Enrollment Advisor
Remote Client Enrollment Advisor

AO Garcia Agency • Oxford (MS)

Remote
USD 32,000 - 52,000
Remote work
Coaching from experienced staff
Leadership path
Remote Client Enrollment Specialist
Remote Client Enrollment Specialist

Lever, Inc. • Augusta (ME)

On-site
USD 45,000 - 65,000
Remote work
Written process
Coaching
+1
Remote Client Support Pro - Financial Services
Remote Client Support Pro - Financial Services

Remote Jobs • Rogers (AR)

Remote
USD 40,000 - 72,000
Pre-qualified leads
Onboarding
Remote tools
+2
Member Enrollment Specialist - Remote
Member Enrollment Specialist - Remote

AO Garcia Agency • Passaic (NJ)

Remote
USD 40,000 - 70,000
Remote work
Written process to follow
Coaching from experienced teammates
+1
Remote Client Engagement Specialist
Remote Client Engagement Specialist

AO Garcia Agency • Nicholasville (KY)

Remote
USD 35,000 - 60,000
Remote work
Coaching from leaders
Leadership path for high performers
Remote Client Engagement Specialist
Remote Client Engagement Specialist

AO Garcia Agency • Green River (WY)

Remote
USD 50,000 - 80,000
Remote work
Written process
Coaching from experienced teammates
+1
Remote Enrollment Advisor
Remote Enrollment Advisor

AO Garcia Agency • Westbrook (ME)

Remote
USD 42,000 - 70,000
Remote work
Written process
Coaching from experienced staff
+1