Remote Client Onboarding Specialist - Flexible Hours

Remote Jobs; Chesapeake (VA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Remote Jobs is seeking a self-motivated individual for a remote financial-services role built around warm leads and a training system. If you are competitive and coachable, it can become a long‑term career; a job with no conversations will not.

Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

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

Job description

Remote Jobs is seeking a self-motivated individual for a remote financial-services role built around warm leads and a training system. If you are competitive and coachable, it can become a long‑term career; a job with no conversations will not.

Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.