Remote Client Success Advocate

Remote Jobs; Greenville (MS); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Remote Jobs is seeking a motivated teammate for a remote financial-services role built around warm leads and a coaching program. This position offers ongoing mentorship, flexible hours, and a structured onboarding process.

You will engage with individuals seeking information, map protection options to their needs, guide them through a simple enrollment flow, and curate a client list for long-term service.

Responsibilities

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

Job description

Remote Jobs is seeking a motivated teammate for a remote financial-services role built around warm leads and a coaching program. This position offers ongoing mentorship, flexible hours, and a structured onboarding process.

You will engage with individuals seeking information, map protection options to their needs, guide them through a simple enrollment flow, and curate a client list for long-term service.