Remote Client Intake Specialist

Remote Jobs; Joplin (MO); Remote; USD 34,000 - 69,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Current tech stack

Job summary

Remote Jobs is seeking a virtual consultant who assesses needs, teaches options, and stays in the relationship after the first meeting. Administrative duties including notes, appointments, and CRM hygiene are part of the role.

The position emphasizes remote work and training to ensure successful client interactions. Interviews are conducted on Zoom, and the company may use AI tools to support parts of the hiring process.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

• Driven.
• Trainable.
• Dependable.
• Comfortable competing.
• Fine with a camera.

Interviews 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.