Remote Needs Analysis Specialist

Remote Jobs; Pueblo (CO); Remote; USD 50,000 - 80,000; Full time

Job summary

Remote Jobs is seeking a remote financial-services professional to engage with warm leads and support families protecting income and future planning. The role emphasizes structured days, coaching during ramp-up, and a focus on timely follow-ups.

There is no office required, and top performers have opportunities to advance along a leadership track. Training is provided upfront, with AI-assisted elements used to streamline the hiring process, not replace human judgment.

Qualifications

• Demonstrated ability to follow up with leads on time.
• Maintains a professional video presence during remote interactions.
• Learns new tools quickly to support the sales process.
• Shows respect and empathy in client communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point - families protecting income and future.
2. Home base. No office required.
3. You are trained before you are expected to perform.
4. Your pipeline is warm leads.
5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.