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Remote Client Specialist
Job Description & How to Apply Below
Transform your career in financial services as a Remote Client Needs Specialist. Engage with pre-qualified leads and leverage your talent for client service with flexible hours.
This position is ideal for competitive self-starters eager to assist families in finding the right protection options. You will receive warm leads and comprehensive onboarding while enjoying a supportive and remote work environment. A willingness to be coached is essential for long-term success in this role.
Key Responsibilities:
• Speak with interested clients about their needs
• Match clients to available protection options
• Execute a straightforward enrollment process
• Build and maintain your personal client list
Requirements:
• Strong self-starter with a competitive edge
• Ability to accept feedback and improve
• Interest in helping families with financial needs
• Comfortable working in a performance-driven environment
• Experience in customer service is a plus
Bring your passion for helping families and competitive spirit to this exciting Remote Client Needs Specialist role.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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