A
Posted 3 days ago
Client Concierge Representative - Work From Home
ChesapeakeRemote
AI Summary
Handles warm leads in financial services, mapping client needs to protection options and running enrollment flows while building and servicing a client list.
About this role
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 list
Provided
• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship
Good fit
Self-starters who like helping families and can handle a performance environment.
Bad fit
Anyone who will not take feedback or needs a manager in the room.
Next step is a short Zoom overview. Apply to book it.
Skills
Client List ManagementEnrollment FlowFinancial ServicesLead QualificationProtection OptionsRemote ToolsSalesWarm Leads
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Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.