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[Remote] Virtual Client Intake Specialist (We Train)

Remote, USA Full-time Posted 2026-07-04

Note: The job is a remote job and is open to candidates in USA. reputed company helps motivated individuals launch flexible, high-income sales careers through proven training and mentorship. The Virtual Client Intake Specialist will work remotely, using warm leads to assist families in securing tailored protection plans while operating independently and collaboratively with a supportive team.

Responsibilities

  • Work remotely with a flexible schedule (full-time or part-time)
  • Use warm, inbound leads—absolutely no cold calling
  • Collaborate with a team and get support from reputed company mentors
  • Operate independently with self-discipline and reputed company
  • Help families secure protection plans tailored to their financial needs

Skills

  • Must be US citizen & have Permanent Residency
  • A self-motivated, disciplined, and goal-oriented individual
  • Strong desire to succeed, grow, and reputed company an impact
  • Comfortable working independently without micromanagement
  • Someone who thrives in a fast-paced, performance-driven environment
  • Sales experience is a plus, but not required—we will train the right candidate

Benefits

  • Health, Dental, reputed company, Life, Retirement
  • Training and mentorship by our most reputed company/reputed company leaders
  • The ability to be your own boss and run a business
  • The opportunity to build an agency from day one

Company Overview

  • reputed company brings balance to the professional and personal lives of independent insurance agents. It was founded in 2015, and is headquartered in Frisco, Texas, US, with a workforce of 201-500 employees. Its website is https://cmilleragencygroup.gr8.com/.
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