[Remote] Remote Client Services Specialist
Note: The job is a remote job and is open to candidates in USA. The Walker Financial Group is expanding its remote team and is looking for individuals who enjoy helping people and communicating with clients. The role involves guiding clients through life insurance options and providing ongoing support to ensure a positive client experience.
Responsibilities
- Speak with individuals and families who requested information about life insurance coverage
- Walk clients through available options and answer questions clearly
- Maintain follow-up communication and provide ongoing support
- Participate in training, mentorship, and professional development
- Deliver a positive, relationship-focused client experience
Skills
- Enjoy helping people
- Communicating with clients
- Building long-term professional skills
- Speak with individuals and families who requested information about life insurance coverage
- Walk clients through available options and answer questions clearly
- Maintain follow-up communication and provide ongoing support
- Participate in training, mentorship, and professional development
- Deliver a positive, relationship-focused client experience
- Previous experience in customer service, sales, hospitality, or client-facing roles
Benefits
- Fully remote position
- Flexible scheduling
- Access to proven lead systems and training support
- Performance-based compensation structure
- Advancement opportunities based on performance
Company Overview