Customer Enrollment Specialist – Work from Home

Job Summary We’re adding new team members to our remote onboarding division to help clients nationwide plan for stronger financial outcomes. You’ll meet virtually with clients, understand their goals, and recommend programs that align with their needs - all supported by experienced mentors and a collaborative environment. Responsibilities Lead virtual discussions with clients Analyze client goals and recommend appropriate programs Provide follow-up and maintain long-term relationships Participate in regular team and training sessions Qualifications Strong interpersonal and presentation skills Goal-driven and professional Background in finance, consulting, or client services preferred What You Get Commission-based structure with performance bonuses Mentorship and leadership development Flexible remote environment Job Type: Full-time Pay: $55,000.00 - $75,000.00 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Professional development assistance Vision insurance Work from home Work Location: Remote