Client Intake Representative - Work From Home
Other
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Quick Summary
Overview
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.
Technical Tools
Other
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.
Location & Eligibility
Where is the job
Saint Charles, United States
Remote within one country
Who can apply
US
About this job
- Who can apply
- United States
- Posted
- 6 days ago
Listing Details
- Posted
- October 27, 2026
- First seen
- October 27, 2026
- Last seen
- November 2, 2026
Posting Health
- Days active
- 5
- Repost count
- 1
- Trust Level
- 37%
- Scored at
- November 2, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
Independent insurance agency operating under the American Income Life / Globe Life network
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