Remote Client Success & Advisory Specialist

Remote Jobs; Duluth (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

Remote Jobs is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who ask for guidance.

You will have training and leaders who stay involved, a schedule you can build around real life, and a portfolio you keep serving—not just a stack of one-off calls.

Qualifications

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

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and mentors to deliver guidance.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Remote Jobs is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who ask for guidance.

You will have training and leaders who stay involved, a schedule you can build around real life, and a portfolio you keep serving—not just a stack of one-off calls.