Remote Client Support Pro - Financial Services

Remote Jobs

Rogers (AR)

Remote

USD 40,000 - 72,000

Full time

10 days ago

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Benefits offered by this job

Pre-qualified leads
Onboarding
Remote tools
Flexible hours
Mentorship

Job summary

Remote Jobs is seeking a self-motivated professional for a remote financial-services enrollment role built around warm leads and a coaching program. You will speak with people who asked for information, map needs, guide them through enrollment, and build a client list.

We provide pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. This is a performance-driven environment; strong communication and coachability are essential.

Qualifications

  • Self-starter who thrives in a performance-based environment.
  • Comfort communicating with families and handling information
  • Willingness to be coached and follow a defined enrollment flow.

Responsibilities

  • Speak with people who asked for information and provide clear answers.
  • Map needs to available protection options and guide enrollment.
  • Run a simple enrollment flow and build a client list.
  • Maintain remote workflow with timely follow-ups.

Skills

Lead qualification
Customer service
Sales
Information gathering

Job description

Remote Jobs is seeking a self-motivated professional for a remote financial-services enrollment role built around warm leads and a coaching program. You will speak with people who asked for information, map needs, guide them through enrollment, and build a client list.

We provide pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. This is a performance-driven environment; strong communication and coachability are essential.

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