Remote Client Intake Specialist
Full Job Posting
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 different1.
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
Apply now.
Zoom interview.
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