WFH - Sales & Client Onboarding Specialist
Virtualite
Overview About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified prospects, finalize service selections, and transition new clients into active accounts. In This Role Engage qualified prospects and leads to finalize service decisions Present Virtualite’s solutions and close new client agreements Guide new clients through the onboarding and activation process Address objections and ensure a smooth handoff from sales to operations Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools Collaborate closely with internal teams to support long-term client success We are looking for Experience in sales, onboarding, or client success roles is a plus but not required Strong closing, communication, and follow-up skills Ability to build confidence and trust with prospective clients Organized, detail-oriented, and comfortable managing multiple client conversations Self-motivated and effective in a remote work environment What we offer Competitive compensation with performance-based incentives Benefits including medical, dental, vision, 401k, and paid time off Fully remote, work-from-home flexibility Supportive leadership and collaborative team culture Ongoing training and development #J-18808-Ljbffr Virtualite
$67.5k - $82k
...organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified prospect, finalize service selections, and...Work from homeFull timeRemote work- AO Garcia Agency is seeking motivated self-starters for a remote sales career focused on financial-protection options. You will talk with warm leads, explain benefits simply, and enroll clients when it fits. Interviews are on Zoom; you’ll be coached and measured on activity...SuggestedRemote job
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$51.45k - $65k
...tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators... ...out of our Chicago office. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic...SuggestedFull timeSummer workWork at officeRemote work- Location: Charlotte, NC (Hybrid) Client is seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. Responsibilities Work closely with the Sales...Suggested
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- ...on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing...Work from homePart timeRemote work
- 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 are...Work from homePart timeRemote workFlexible 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...Work from homeFull timePart timeRemote work
- ...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\nWork from homeFull timeWork at officeRemote work
- ...needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing mentorship Good fit Self-starters who...Work from homeFull timeRemote workFlexible 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 1. Control of the calendar. Full-time...Work from homeFull timePart timeRemote workFlexible 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-...Work from homeFull timeRemote work
- ...AO Globe Life is seeking a virtual consultant in Wahpeton, ND. The role focuses on assessing client needs, presenting options, and maintaining the client relationship after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with...Work from homeRemote work
$46 per hour
We are hiring an Implementation Specialist to support the onboarding of new and existing client accounts and help drive a smooth transition from sale to service. This is a detail-heavy, process-driven role for someone who enjoys coordinating across teams, keeping systems...Contract workMonday to Friday$46 per hour
ProPivotal is seeking an Implementation Specialist to support onboarding for client accounts and guide the transition from sale to service. This detail-driven role coordinates across teams, maintains accurate records, and ensures partners stay on track. The position is...Contract work- OTR Solutions is seeking a Risk Specialist to oversee daily risk review and onboarding for prospective clients in the transportation finance space. You will assess risk and financial integrity, coordinate with Sales Underwriting and other teams to ensure compliant onboarding...
$50.3k - $69.13k
...customers achieve financial freedom. Empower Yourself. The Client Onboarding Specialist works directly with Empower's investment clients and... ...and appropriate internal business partners, including the Sales organization. Serve as a liaison with broker-dealer custodians...Work from home16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork visaFlexible hours- AO Globe Life in Fort Worth offers a remote position focused on warmth and guidance. Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. You’ll be part of a process-oriented team that trains you step-by-step and supports...Work from homeRemote job
- A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Work from homeRemote job
- AO Globe Life is seeking individuals to work from home, handling warm leads with families and learning a simple system. The role offers full-time or part-time options and a written training plus live coaching program. No cold calling is required, and advancement is possible...Work from homeRemote jobFull timePart time
- AO Globe Life is seeking a home-based client role for candidates who want a flexible schedule and a clear performance scoreboard. You will run video meetings with warm leads, build a growing book of business, and rely on our process and coaching to succeed. If you are...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking a home-based client role offering flexible scheduling. You will conduct video meetings, work with warm leads, and build a client book with provided process and coaching. The role emphasizes discipline, timely follow-through, and a drive to grow...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking a remote position where you work from home, engage with families through warm leads, learn a system, and steadily build your book. The role offers flexible options (full-time or part-time), no cold calling, and a structured program with written ...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role emphasizes consultative engagement and keeping the client thinking about next steps in a remote setting. Administrative...Work from homeRemote job
- ...schedule and the option for full-time or part-time work. Meetings are conducted via Zoom, and you’ll work warm leads to build a personal client portfolio. The company provides the process and coaching; you provide the work ethic to succeed. Promotions occur from production...Work from homeRemote jobFull timePart timeFlexible hours
- AO Globe Life is seeking candidates to work from home with families, following a simple system to build a book. You will engage with warm leads, attend web-conference meetings from home, and receive written training plus live coaching. The role offers either full-time or...Work from homeRemote jobFull timePart time
- ...growing start-up based out of Dallas that specializes in hiring elite sales talent for external companies within industries such as Medical... ...model - 3 days in office in Deep Ellum (Mon. - Wed.) - 2 days WFH per week with one additional remote day each quarter (can earn more...Work from homeCasual workLive inWork at officeRemote work2 days per week
- ...designed to protect families' income and future.The role emphasizes fast learning, a professional video presence, and respect for clients. High performers can pursue a leadership track, and there is no office to commute to—perfect for flexible,J-18808-Ljbffr AO Globe LifeWork from homeRemote jobWork at officeFlexible hours
- ...PracticeTek in the United States is seeking an onboarding-focused professional to manage customer implementations from post-sale to launch. You will coordinate cross-functional teams, drive project plans, and maintain proactive communication with customers to deliver value...Remote work
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