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[Remote] Remote Client Services Specialist

Remote role Full-time Open position

Note: The job is a remote job and is open to candidates in USA. The Walker Financial Group is expanding its remote team and is looking for individuals who enjoy helping people and communicating with clients. The role involves speaking with clients about life insurance options, providing support, and participating in professional development.

Responsibilities

  • Speak with individuals and families who requested information about life insurance coverage
  • Walk clients through available options and answer questions clearly
  • Maintain follow-up communication and provide ongoing support
  • Participate in training, mentorship, and professional development
  • Deliver a positive, relationship-focused client experience

Skills

  • Enjoy helping people
  • Communicating with clients
  • Building long-term professional skills
  • Speak with individuals and families who requested information about life insurance coverage
  • Walk clients through available options and answer questions clearly
  • Maintain follow-up communication and provide ongoing support
  • Participate in training, mentorship, and professional development
  • Deliver a positive, relationship-focused client experience
  • Previous experience in customer service, sales, hospitality, or client-facing roles

Benefits

  • Fully remote position
  • Flexible scheduling
  • Access to proven lead systems and training support
  • Performance-based compensation structure
  • Advancement opportunities based on performance
  • Independent contractor (1099) opportunity

Company Overview

  • At Walker Financial Group, we’re not just writing policies — Our mission is clear: Your Plan. Your Protection. Your Peace. It was founded in 2022, and is headquartered in , with a workforce of 11-50 employees. Its website is https://www.thewalkerfinancialgroup.com/.
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