Remote Client Services Specialist — Family-Focused Guidance

Remote Jobs; Aurora (IL); Remote; USD 45,000 - 75,000; Full time

Job summary

Remote Jobs is seeking a client-facing professional for our fully remote, financial services team. You will enroll and support clients who request guidance, pairing with a growing team and receiving tools and mentorship to succeed.

Work is purpose-driven and flexible, with training and leaders who stay involved. You’ll handle learning conversations about benefits and outcomes, not just sales energy, in a process-driven environment that respects family-focused results.

Qualifications

• Clear and human communication
• Self-motivated with discipline to work without micromanagement
• Openness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who requested guidance
• Collaborate with a growing team and leverage provided tools and mentorship
• Deliver client engagements and maintain relationships with emphasis on value

Job description

Remote Jobs is seeking a client-facing professional for our fully remote, financial services team. You will enroll and support clients who request guidance, pairing with a growing team and receiving tools and mentorship to succeed.

Work is purpose-driven and flexible, with training and leaders who stay involved. You’ll handle learning conversations about benefits and outcomes, not just sales energy, in a process-driven environment that respects family-focused results.