Remote Client Intake Specialist
OtherIntake Specialist
2 views0 saves0 applied
Quick Summary
Overview
Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1.
Technical Tools
OtherIntake Specialist
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
The deal
1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving — not a stack of one-off calls.
Requirements
• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”
Apply today. We outline the role on Zoom so you can decide if it is actually a fit.
Location & Eligibility
Where is the job
Helena, United States
Remote within one country
Who can apply
US
Listing Details
- Posted
- October 8, 2026
- First seen
- October 8, 2026
- Last seen
- October 8, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 66%
- Scored at
- October 8, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
Independent insurance agency operating under the American Income Life / Globe Life network
Jobs
View 4082 jobsExternal application
Browse Similar Jobs
Newsletter
Stay ahead of the market
Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.
A
B
C
D
No spam. Unsubscribe at any time.