Remote Client Intake Specialist

Remote Jobs; Casper (WY); Remote; USD 28,000 - 39,000; Full time

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

About this job

Looking for motivated people who want a remote career with upside - not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations - no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.

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.