Remote Client Intake Specialist
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- ...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 workWork from home
- ...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 workWork from home
- ...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
$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 workWeekly payFull timeWork from home$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 workWork at officeImmediate startWork from homeMonday to FridayDay shift$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- ...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 workFull time
- ...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 workFlexible hours
- ...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
- ...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
$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 workFlexible hours$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 workFull time- ...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 workFull time
- ...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 workFull timeTemporary workWork at office
- 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
$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 workTemporary workImmediate startShift work- 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 workWork at office2 days per week
$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 workFull timeWork at officeImmediate start$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 workFlexible hours- ...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 workFull timeWork at officeWork from homeMonday to FridayFlexible hours
- ...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 workFull timeWork from homeFlexible hours
- 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 workFull timePart timeWork from home
- ...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 workWork from homeFlexible hours
- ...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 workWork from homeFlexible hours
- ...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 workFull timePart timeWork from homeFlexible hours
- 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 workWork from home
- ...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 workFull timeMonday to Friday
- ...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 workFull timeWork at officeVisa sponsorship
- ...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 workFlexible hours
- ...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 workHome office
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