Remote Enrollment Specialist — Warm Leads & Mentorship

Remote Jobs; Cleveland (OH); Remote; USD 21,000 - 34,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step‑by‑step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Remote Jobs is seeking a remote financial-services professional to work with warm leads within a structured training system. This role offers a clear path for growth and ongoing coaching.

You will interact with individuals seeking information, map needs to available protection options, and guide them through a simple enrollment flow while building and servicing a client list. A Zoom overview is the next step, and AI tools may assist parts of the process, though humans make final decisions.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to take feedback and adapt to coaching environment.

Responsibilities

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

Job description

Remote Jobs is seeking a remote financial-services professional to work with warm leads within a structured training system. This role offers a clear path for growth and ongoing coaching.

You will interact with individuals seeking information, map needs to available protection options, and guide them through a simple enrollment flow while building and servicing a client list. A Zoom overview is the next step, and AI tools may assist parts of the process, though humans make final decisions.