Remote Client Onboarding & Protection Specialist

Remote Jobs; Fairmont (WV); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible hours

Remote tools

Mentorship

Job summary

Remote Jobs is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

Daily tasks include speaking with information-seeking clients, mapping needs for protection options, running enrollment flows, and building a client list with ongoing mentorship and flexible hours. A Zoom overview is the next step in the process.

Qualifications

• Self-starters who enjoy helping families and can handle a performance environment.
• Willing to be coached and accept feedback.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Coaching

Lead nurturing

Enrollment flow

Tools

CRM software

Video calls

Job description

Remote Jobs is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career.

Daily tasks include speaking with information-seeking clients, mapping needs for protection options, running enrollment flows, and building a client list with ongoing mentorship and flexible hours. A Zoom overview is the next step in the process.