Virtual data entry [h1.location_city]
[job_alerts.create_a_job]
Virtual data entry • boulder co
- [promoted]
Virtual Client Support Partner
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Blue Ridge StaffingBoulder, CO, US- [job_card.full_time]
Job Description
Job Description
About Us
Blue Ridge Staffing is a nationwide, remote staffing firm that partners with established financial services organizations to place qualified professionals into long-term, work-from-home roles.
Our focus is connecting motivated individuals with opportunities that offer flexibility, training, and performance-based growth — without cold calling or door-to-door sales.
We partner with organizations that use modern systems, warm inbound leads, and a relationship-first approach to serving families across the U.S.
This is a 100% remote, commission-based position supporting clients who have already requested information regarding financial protection options such as life insurance and mortgage protection.
You’ll work with a consistent flow of warm inquiries, follow a proven process, and receive training and support to succeed in a client-facing role.
Responsibilities
Learn and follow established sales and client service systems
Connect with individuals and families who have requested information
Conduct virtual consultations via phone or Zoom
Educate clients on available coverage options and guide them through next steps
Communicate clearly with clients and internal support teams
Meet activity and performance benchmarks tied directly to compensation
Participate in ongoing virtual training, coaching, and team meetings
Maintain compliance with state insurance and licensing requirements
Build long-term client relationships using company-provided and self-generated leads
Help families secure appropriate protection and financial solutions
Qualifications
Background in customer service, sales, or client-facing roles preferred (not required)
Comfortable working independently in a remote environment
Confident using technology and virtual communication tools
Strong communication, organization, and follow-through skills
Coachable, self-motivated, and goal-oriented
Professional presence over the phone and Zoom
Client-first mindset with a problem-solving approach
Requirements
Ability to pass a background check
Reliable phone, computer, and high-speed internet
Active Life & Health Insurance License
(or willingness to obtain within 7–10 days — guidance and support provided)
Flexibility to meet client availability, including some evenings or weekends
Compensation & Benefits
Commission-based compensation with uncapped earning potential
Performance-based bonuses tied to activity and results
Fully remote work with flexible scheduling
Ongoing training, mentorship, and support
Access to discounted insurance products (where applicable)
Clear advancement paths into higher-level or leadership roles for top performers
Annual incentive trips and recognition opportunities
If you don’t yet have a Life Insurance License, Blue Ridge Staffing will guide you through the licensing process and support you in getting licensed within 7–10 days of onboarding.