Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Client Intake Specialist

Full-time

AO Garcia Agency

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up

• Clean video presence

• Fast learning on tools

• Respect for the client

Apply now. Zoom interview.

\n\n
Vacancy posted 12 days ago
Similar jobs that could be interesting for youBased on the Remote Client Intake Specialist in Remote vacancy
  •  ...Resolv Global is seeking a Client Intake Specialist to welcome and guide clients through the intake process over the phone, delivering empathy...  ...complete job description and applying promptly. This fully remote US role requires strong communication, active listening,... 
    Remote work
    Work from home

    Resolv Global

    United States
    2 days ago
  •  ...Resolv Global is hiring Client Intake Specialists to join a growing remote team supporting individuals seeking professional assistance during serious and often stressful situations. Please make an application promptly if you are a good match for this role due to... 
    Remote work
    Work from home

    Resolv Global

    United States
    2 days ago
  •  ...Resolv Global is hiring Client Intake Specialists to join a growing remote team supporting individuals seeking professional assistance during stressful situations. This high-touch, phone-based role requires empathy, clear communication, and the ability to guide clients... 
    Remote work

    Resolv Global

    Wichita, KS
    5 days ago
  • $13 per hour

     ...Make the first conversation count. We are hiring Client Intake Specialists to join a growing remote team supporting individuals who are seeking professional assistance during serious and often stressful situations. This high-touch, phone-based customer service... 
    Remote work
    Weekly pay
    Full time
    Work from home

    Resolv Global

    Austin, TX
    4 days ago
  • $49.94k - $64.5k

     ...injury firms, is looking for an experienced, people-first New Client Intake Specialist to be the first voice injured clients hear when they reach...  ...: In-office work required for those residing in this area. Remote: Available for those living outside the Albuquerque/Rio... 
    Remote work
    Work at office
    Immediate start
    Work from home
    Monday to Friday
    Day shift

    Parnall Law

    United States
    4 days ago
  • $55k - $65k

     ...Our law firm is expanding and needs the help of an intake specialist to take client relations to the next level and manage our growing caseload...  ...year, based on experience, plus bonus potential ● Fully remote ● Most work happens between 9 a.m. and 6 p.m. Pacific Time... 
    Remote work

    Trusts Fulfill Law

    Remote
    3 days ago
  •  ...Thompson Coburn LLP is seeking a full-time Client Intake Specialist in Chicago with a focus on client/matter intake, conflict of interest review, and cross-team support. The role demands attention to detail, strong communication, and the ability to manage multiple tasks... 
    Remote work
    Full time

    Thompson Coburn

    Chicago, IL
    2 days ago
  •  ...Client Intake & Sales Specialist - Home Care (Remote) Company: Synergy HomeCare of Rockville, Maryland Apply (by clicking the relevant button) after checking through all the related job information below. Location: 100% Remote - U.S. based Compensation: Competitive... 
    Remote work
    Flexible hours

    Synergy HomeCare

    United States
    4 days ago
  •  ...Greenberg Gross LLP is seeking an Intake Specialist to join our growing team. In this remote-forward role, you will handle calls, texts, and emails from potential clients, gather essential information, and create a concise case intake summary. We value clear communication... 
    Remote work

    Greenberg Gross LLP

    Phoenix, AZ
    5 days ago
  •  ...United Signers, a remote-first company serving clients in the United States, is seeking bilingual intake specialists to support our growing operations. You will follow up with individuals who have already contacted our partner law firms after an accident, build trust,... 
    Remote work

    United Signers

    United States
    3 days ago
  • $50k

     ...helps them take a confident next step. We are looking for a Client Intake Specialist who brings genuine empathy, clear communication, and the...  ...and 401(k) matching. A flexible hybrid or fully remote setup, with a collaborative team behind you. Weekly performance... 
    Remote work
    Flexible hours

    Brighter Day Law

    Nashville, TN
    5 days ago
  • $1,200 - $1,500 per month

     ...agreement by phone and e-signature Speak with clients in English and Spanish and make some...  ...base pay plus bonus per lead Fully remote, full-time role United Signers United Signers...  ...remote-first company hiring bilingual intake specialists to support their growing operations. #J... 
    Remote work
    Full time

    United Signers

    United States
    1 day ago
  •  ...Resolv Global is hiring Client Intake Specialists for a fully remote US position. You will handle inbound/outbound calls, verify information, explain the intake process, and schedule consultations while documenting every interaction in the CRM. You should stay calm... 
    Remote work
    Full time

    Resolv Global

    United States
    5 days ago
  •  ...cities across the U.S., is in search of a full-time non-exempt Client Intake Specialist to join one of its offices in Dallas, Chicago, St. Louis,...  .... This non-exempt position is eligible for a hybrid-remote work schedule after an initial training period. Key Responsibilities... 
    Remote work
    Full time
    Temporary work
    Work at office

    ALA Gateway

    Chicago, IL
    2 days ago
  • Resolv Global is hiring a Client Intake Specialist for a fully remote US position. You will handle inbound/outbound calls, verify information, explain the intake process, and schedule consultations while maintaining empathy and compliance. This role requires at least 1... 
    Remote job

    Resolv Global

    Detroit, MI
    1 day ago
  • $1,150 - $1,220 per month

     ...your potential. We connect you with rewarding, remote job opportunities with US-based employers who...  ...highly organized, proactive, and personable Intake Specialist to serve as the first point of contact for prospective clients. This role is responsible for managing... 
    Remote work
    Temporary work
    Immediate start
    Shift work

    Job Duck LLC

    New York, NY
    3 days ago
  • Remote Policy : Hybrid - eligible to work remotely up to 2 days per week after a 90-day introductory period Position Summary Our law firm client is seeking a Client Intake and Conflicts Specialist. Under the direction of the Conflicts and New Business Intake Manager, the... 
    Remote work
    Work at office
    2 days per week

    Wegman Partners

    Dallas, TX
    1 day ago
  • $50k - $55k

     .../Bachelor’s Degree Day-to-day: Insight Global is seeking a Client Intake Specialist for one of our law firm clients in Ridgefield Park, NJ. This...  ...start out onsite and have a potential to move to a hybrid remote environment if proven the ability to work autonomously. As... 
    Remote work
    Full time
    Work at office
    Immediate start

    Insight Global

    Ridgefield Park, NJ
    3 days ago
  • $50k

     ...them take a confident next step. We are looking for a Client Intake Specialist who brings genuine empathy, clear communication, and the discipline...  ...and 401(k) matching. ~ A flexible hybrid or fully remote setup, with a collaborative team behind you. ~ Weekly... 
    Remote work
    Flexible hours

    Brighter Day Law

    Nashville, TN
    8 days ago
  •  ...resources ~401(k) ~ Dental insurance Location: (Hybrid/Remote) Schedule: Monday–Friday, 8:00 AM–5:00 PM Employment...  ...Security and VA disability benefits they deserve. As a Client Intake Specialist you will be the first point of contact for prospective... 
    Remote work
    Full time
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Parmele Disability Advocates

    Bentonville, AR
    a month ago
  •  ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude... 
    Remote work
    Full time
    Work from home
    Flexible hours

    AO Garcia Agency

    Remote
    11 days ago
  • Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who lead...
    Remote work
    Full time
    Part time
    Work from home

    AO Garcia Agency

    Remote
    10 days ago
  •  ...Remote Jobs is hiring for a work-from-home role. The position emphasizes meeting with families, learning a system, and building a book. Interviews are via Zoom, and the process may use AI tools to support parts of the hiring process, with final decisions made by humans... 
    Remote work
    Work from home
    Flexible hours

    Remote Jobs

    Horace, ND
    1 day ago
  •  ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer ~1. Purpose with a process - not vague "help people." ~2. Work from home. ~3. A growth path if the numbers and the attitude... 
    Remote work
    Work from home
    Flexible hours

    Remote Jobs

    Tallahassee, FL
    1 day ago
  •  ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay # Control of the calendar. Full-... 
    Remote work
    Full time
    Part time
    Work from home
    Flexible hours

    Remote Jobs

    Hendersonville, TN
    3 days ago
  • Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance-based...
    Remote work
    Work from home

    AO Globe Life

    Joplin, MO
    1 day ago
  •  ...Mom's Meals is seeking a detail-oriented remote Client Services Coordinator to review medical service authorizations, create or update client records, and close accounts as needed. You will communicate with agency case managers by email, portal messages, and phone to resolve... 
    Remote work
    Full time
    Monday to Friday

    Mom's Meals

    United States
    2 days ago
  •  ...To support the Customer Intake Department, the full-time Customer Intake Specialist will manage the processing of new orders, verify customer information, and communicate with clients and healthcare sources while working remotely. Key responsibilities Monitor and manage... 
    Remote work
    Full time
    Work at office
    Visa sponsorship

    Virtual Vocations Inc

    United States
    1 day ago
  •  ...AO Garcia Agency is seeking a client-facing professional in financial services who can enroll and support clients who asked for guidance, delivering clear, empathetic guidance remotely from home. You will join a growing team, receive tools and mentorship, and help... 
    Remote work
    Flexible hours

    AO Garcia Agency

    United States
    2 days ago
  •  ...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 Home office. Web presentations. Work that matters to families.... 
    Remote work
    Home office

    AOGarcia

    United States
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Client Intake Specialist. Be the first to apply!