Remote Client Onboarding Specialist
AIL
- Remote job
- Engage in ongoing training, mentorship, and professional growth
- Walk clients through enrollment clearly and professionally
- Conduct virtual consultations with clients via Zoom
- Walk individuals and families through personalized supplemental benefit options
- Maintain organized, accurate digital records and follow-up communication
- Develop strong, long-term relationships with clients
- Deliver high-quality, client-focused service You're a Good Fit If You Have
- Reliable internet connection and Windows-based laptop or PC with webcam
- Must be authorized to work in the U.S.
- Ease with virtual tools and video meetings
- Strong communicators with solid interpersonal skills
- Ability to obtain any necessary licenses, if applicable to the role
- Self-motivated, organized, and able to work independently
- A service-minded, mission-driven attitude
- Customer service or consultative background a plus, not required Perks & Benefits
- Bonuses paid monthly and quarterly
- Inbound client interest — no cold outreach
- Equity opportunity (3%) for qualifying team members
- Opportunities for renewal-based income growth
- A clear path toward leadership roles
- Full training and licensing support
- Weekly pay based on performance
- 100% remote with flexible hours
- A collaborative, people-first team environment About AO Globe Life
For 70-plus years, AO Globe Life has supported union members, credit union clients, and veterans nationwide through supplemental benefits that protect working families. As a remote-first organization, integrity, flexibility, and empowering our people are at the center of everything we do. Apply today and start building a career that fits your life.
Important Information About This Opportunity
This is a 100% remote, independent contractor opportunity with American Income Life / Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position.
Candidates selected to move forward should be prepared to:
• Be at least 18 years of age and legally eligible to work in the United States
• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
• Complete required training and participate in virtual meetings
• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense
No prior insurance experience is required. Training, mentorship, licensing guidance, and ongoing professional development are provided.
This opportunity is best suited for individuals who are self-motivated, coachable, comfortable working independently, and interested in a performance-based career with opportunities for professional growth and advancement.
American Income Life / Globe Life is committed to providing equal opportunity without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other characteristics protected by applicable law.
Specific licensing requirements, fees, compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process.
- ...Aogarciaagency is seeking a remote team member to help families understand and set up protection options. The role emphasizes flexible hours, mentorship, and a clear path for growth. As part of a supportive environment, you will engage in coaching rather than being...Remote workWork from homeFlexible hours
- ...Total Fire Protection in the United States is seeking an onboarding specialist to guide new clients through the onboarding process, coordinating next... ...systems, and respond to onboarding questions while working remotely with cross‑functional teams to ensure a smooth start...Remote work
- A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should...Remote work
- ...Aogarciaagency is seeking motivated people for a remote career with upside. You’ll talk with warm leads who already requested help with... ...conversations, explaining benefit options clearly, and helping clients enroll when it is a fit. You will keep a clean follow-up rhythm...Remote work
- ...Job Description Job Description CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports... ...provider access Discovery & Documentation • Run on-site and remote discovery of the client's environment, pain points, and...Remote workFull timeFor contractorsWork at office
- ...Serving as the primary point of contact for new clients, the full-time Client Onboarding Specialist will manage the onboarding process, coordinate with multiple teams, and ensure service readiness in a remote work environment. Key Responsibilities Conduct kickoff meetings...Remote workFull time
- ...A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications...Remote work
- ...leading financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services department. This fully remote role involves leading client onboarding, educating them on accounting best practices, and managing...Remote work
- ...A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The...Remote work
- ...Partner Company seeks a customer success specialist to onboard new clients and serve as their main point of contact. This fully remote role supports a fitness and wellness platform with a high-energy environment. You will collaborate with internal teams to resolve client...Remote work
- ...Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule...Remote workFlexible hours
$60k
...A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping...Remote work- ...financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires... ...and familiarity with QuickBooks Online. This fully remote position allows for flexible work arrangements and offers...Remote workFlexible hours
$60k
...A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported...Remote work- ...digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and... ...conversations • Self-motivated and effective in a remote work environment What we offer: • Competitive compensation...Remote workWork from home
$46.55k - $67.1k
...SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and... ...drive alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices. Strong...Remote workSummer work- ...Serving as the primary point of contact for new high net worth clients, the full-time Senior Client Onboarding Specialist will manage the onboarding and asset transfer process remotely, providing exceptional service and support throughout. Key responsibilities Manage...Remote workFull time
$28 - $32 per hour
...Job Description Client Onboarding Specialist Remote | 65% Travel | $28 - $32 /hr | Contract-to-Hire A well established and growing wealth management and financial services organization is hiring multiple Client Onboarding Specialists to support advisor firms as they transition...Remote workFull timeContract workLocal area- ...Client Onboarding Specialist Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include: Support... ...internal and external partners, and in some cases with remote video software. Organizational skills, attention to detail...Remote workImmediate start
- ...Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client Onboarding... ...work environment and support flexible and full-time remote team members. Applicants must be authorized to work for...Remote workFull timeWork visaFlexible hours
$70k - $80k
...Client Onboarding Specialist Remote Mogli Technologies delivers a Salesforce application for SMS and WhatsApp communications and impeccable Salesforce implementation services to global organizations. Our products and implementations are easy to use and have robust...Remote workTemporary workTraineeshipImmediate startFlexible hours- 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...Remote jobWork from home
- ...based role with a calendar you control, full-time or part-time options. You will run video meetings, nurture warm leads, and build a client book. The company supplies the process and coaching; you provide the work ethic and drive. This setup rewards initiative, clear...Remote jobFull timePart timeWork from homeFlexible hours
- A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication...Remote job
- A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should...Remote job
- A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+...Remote job
$60k
A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote jobFlexible hours$60k
...reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting...Remote jobFlexible hours- AO Garcia Agency is seeking motivated candidates for a remote sales role focused on financial-protection options. You will work with... ...follow a clear, coached process to guide conversations and enroll clients when appropriate. You will be coached by experienced staff,...Remote job
- ...seeking new team members to join a fully remote, mission-driven team that puts people... ...environment. Complete training, inbound client interest, and ongoing mentorship make it... ...by state and will be reviewed with candidates during the hiring and onboarding process....Remote workHourly payWeekly payFull timeFor contractorsWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Onboarding Specialist. Be the first to apply!
- customer service administrator Greenville, SC
- food service sales representative Greenville, SC
- participant services representative Greenville, SC
- logistics customer service representative Greenville, SC
- client experience specialist Greenville, SC
- client service officer Greenville, SC
- licensed insurance customer service representative Greenville, SC
- customer sales representative Greenville, SC
- customer service officer Greenville, SC
- immediate hire customer service representative Greenville, SC



