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Client Engagement Representative Work From Home

Work from home
Posted Oct 14, 2026

Description

This is a remote financial-services seat built around warm leads and a training system.If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.Daily work• Speak with people who asked for information• Map needs to available protection options• Run a simple enrollment flow• Build and service a client listProvided• Pre-qualified warm leads• Step-by-step onboarding• Remote tools• Flexible hours• Ongoing mentorshipGood fitSelf-starters who like helping families and can handle a performance environment.Bad fitAnyone who will not take feedback or needs a manager in the room.Next step is a short Zoom overview. Apply to book it.\n\nPlease mention the word **VALIANT** and tag RMTYyLjE0MS4xNDIuMjUy when applying to show you read the job post completely (#RMTYyLjE0MS4xNDIuMjUy). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human. --- Source: remoteok - AO Garcia Agency

📝 Project Details

🌐 Remote (Global / Overseas)
Remoteok
freelance
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