Remote Financial Services Client Advocate

Remote Jobs; Fremont (NE); Remote; USD 48,000 - 76,000; Full time

Job summary

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

You’ll participate in a proven process, communicate clearly, and engage in benefits conversations as part of a trusted advisory experience. This position emphasizes autonomy, thoughtful outreach, and delivering value from anywhere.

Qualifications

• Communication that is clear and human.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and utilize provided tools and mentorship.
• Engage in benefits conversations as part of financial services guidance.
• Deliver remote, client-facing service with professionalism.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

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

You’ll participate in a proven process, communicate clearly, and engage in benefits conversations as part of a trusted advisory experience. This position emphasizes autonomy, thoughtful outreach, and delivering value from anywhere.