Remote Client Onboarding Specialist

About This Role

The Client Onboarding Specialist helps families secure tailored protection plans, working remotely with a flexible schedule. This role involves utilizing warm leads and collaborating with a team to facilitate high-income sales careers.

Responsibilities

• Work remotely with a flexible schedule (full-time or part-time)
• Use warm, inbound leads—absolutely no cold calling
• Collaborate with a team and get support from experienced mentors
• Operate independently with self-discipline and integrity
• Help families secure protection plans tailored to their financial needs

Requirements

• Self-motivated, disciplined, and goal-oriented
• Strong desire to succeed, grow, and make an impact
• Comfortable working independently without micromanagement
• US citizen & Permanent Residency

Qualifications

• Sales experience is a plus, but not required

Nice to Have

• Sales experience

Benefits