A
Posted 1 day ago
Client Retention Representative - Work From Home
BloomingtonRemote
AI Summary
A remote financial-services consultant who conducts warm-lead conversations with families to protect their income and future, with structured days and coaching during onboarding.
About this role
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 different
1. 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.
Skills
Client CoachingCRMFinancial PlanningFollow-up TrackingInsurance ProductsLead ManagementSales PipelineVideo Conferencing
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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.