Remote Client Intake Specialist

Remote Jobs; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Remote Jobs, a remote-first financial services employer in the United States, seeks professionals to guide and support clients with clarity and empathy. You will join a growing team, equipped with tools and mentorship, and you will enroll and assist clients who request guidance.

This is a fully remote opportunity designed to fit real-life scheduling needs and ongoing client service. Ideal candidates are people who communicate clearly, can work independently without constant supervision, and are

Qualifications

• Must communicate clearly and with a human touch.
• Demonstrated self-discipline with minimal supervision.
• Open to following a proven process and scripts.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

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.