Remote Client Services Representative

Remote Jobs; Hilo (HI); Remote; USD 50,000 - 80,000; Full time

Job summary

Remote Jobs is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients, guided by a collaborative team and mentors, and use provided tools to deliver clarity and help families plan.

This position offers schedule flexibility, strong communication, and openness to a proven process. You will participate in benefits conversations, not just sales energy, while final hiring decisions are made by humans.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Open to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and mentors.

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.