Remote Client Intake Specialist

Remote Jobs; Johnston (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

Remote Jobs is hiring for a remote financial-services role focused on warm-lead conversations, coaching while you ramp, and structured days with clear outcomes. You will talk to prospects and guide them toward solutions without the need to commute.

We may use AI tools to assist hiring, but final decisions remain human. If you value independence, steady learning, and helping families protect income, this could be a fit. No office required; home-based with flexible scheduling.

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.