A
Posted Today
Part-Time Client Onboarding Representative - Remote
WauwatosaRemote
AI Summary
A Client Needs Specialist works remotely in financial services, speaking with warm leads to understand their protection needs, mapping those needs to available 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 BuildingCRMEnrollment FlowFinancial Protection ProductsLead ManagementRemote Collaboration ToolsSales PipelineZoom
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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.