A
Posted 2 days ago
Home-Based Client Services Representative
WauwatosaRemote
AI Summary
Works with warm leads to explain financial-protection benefit options, helps clients enroll when it is a fit, and maintains a clean follow-up rhythm in a remote client success role.
About this role
Looking for motivated people who want a remote career with upside — not another dead-end job.
This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.
The work
• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm
You get
• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce
You should apply if you are competitive, coachable, and comfortable on camera.
Skip this if you need constant supervision or hate talking to clients.
Interviews are on Zoom.
Skills
Activity TrackingClient EnrollmentCRMFinancial Protection ProductsFollow-up ManagementResults MeasurementZoom
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- 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.