Remote Client Specialist

Job Description

You will lead virtual sessions with clients, explaining available options in clear, simplified terms. This role involves asking strategic questions, identifying client needs, and delivering thoughtful recommendations based on their unique circumstances. Your ability to guide clients with patience and professionalism is essential.

You will also maintain accurate digital files, track follow-up schedules, and ensure every client receives timely and thorough communication.

Requirements

U.S. citizen; strong verbal clarity; highly organized; remote capable; detail-oriented.

Benefits

Fully remote; flexible scheduling; ongoing training; advancement track; uncapped commissions.

Requirements

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated, disciplined, and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus, but not required (training is provided).