Remote Client Solutions Associate Jobs
Remote client solutions associate jobs are open across the U.S. at remote-first companies and distributed teams in sectors like software, fintech, and professional services. Employers hiring remotely right now include ResultsCX, Capital One, and Real Chemistry. Scan the live roles below and apply to whichever ones fit.
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Remote Client Solutions Specialist – Financial Services | Training Provided
Beacon Hill Financial Group is seeking motivated, people-oriented professionals interested in developing a career in financial services. This remote position combines client education, relationship building, problem-solving, and financial protection planning.
We are particularly interested in professionals who communicate well, enjoy helping others, and are ready to learn a new industry. Previous financial services experience is not required.
What You’ll Do
You will meet virtually with individuals and families to better understand their financial goals and concerns. With training and coaching, you will learn to:
- Conduct client discovery conversations
- Educate clients about life insurance and financial protection strategies
- Help families identify gaps in their current financial plans
- Develop and maintain client relationships
- Build a personal book of business through networking, referrals, and prospecting
- Follow up with prospective and existing clients
- Learn basic insurance underwriting and application processes
- Participate in ongoing coaching and leadership development
Who We’re Looking For
This position may be a strong fit for professionals coming from education, healthcare, government, customer service, sales, nonprofit leadership, hospitality, or other people-centered fields.
Successful candidates tend to be:
- Strong communicators and active listeners
- Coachable and willing to learn
- Comfortable speaking with people virtually
- Self-directed and organized
- Interested in business, financial education, or entrepreneurship
- Motivated by helping individuals and families solve problems
Training & Licensing
No previous financial services experience is required.
A Life & Health Insurance License is required for licensed activities. Candidates who are not currently licensed will receive guidance through the licensing process, access to study materials at a reduced price, and live instruction twice weekly via Zoom.
New professionals also receive field training, coaching, and ongoing development in client acquisition, financial concepts, insurance underwriting, and building a book of business.
Career Development
Beacon Hill Financial Group provides a structured development pathway for professionals interested in advancing beyond an entry-level position.
Our progression includes:
Associate → Senior Associate → Senior Manager
Professionals who consistently follow the training and development playbook may qualify for accelerated advancement opportunities.
Compensation & Schedule
- 100% commission-based independent contractor opportunity
- Performance bonuses and incentives may be available
- Uncapped earning potential based on individual production
- Part-time and full-time schedules available
- Flexible remote schedule
- Ongoing training and coaching
Why Beacon Hill Financial Group?
We believe financial services should be about more than selling products. Our professionals are trained to listen, educate, identify problems, and help families make more informed decisions about protecting their financial futures.
We also invest heavily in developing our people.
We focus on the whole person — helping you develop and grow into your full potential.
Work Location: Remote
Job Type: Independent Contractor / Commission-Based
Pay: $2,500.00 - $7,500.00 per month
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
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Who's Hiring
Top Industries Hiring
- Accounting & Auditing
What Employers Look For
The qualifications that appear most often in remote client solutions associate jobs.
- Bachelor's degree in business, communications, or a related field
- One to three years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills for executive-level client interactions
- Ability to manage multiple accounts simultaneously and prioritize competing deadlines
- Experience with client onboarding, renewals, or upsell processes in a B2B environment
Tips for Your Remote Client Solutions Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote client solutions associate openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through location-filtered results.
Prove your async communication skills upfront
Remote client solutions teams run on email, Slack, and recorded updates. Include a writing sample or client-facing memo in your application materials. Showing you can communicate clearly in writing moves you past candidates who only demonstrate this in interviews.
Highlight CRM and remote collaboration tools
Remote employers screen for fluency with tools like Salesforce, HubSpot, Zoom, and project management platforms. Name the specific tools you've used in your resume and frame your experience around outcomes, not just tasks.
Prepare for video-first interview processes
Remote client solutions interviews often involve a video screen, an async video response round, and a live role-play with a mock client. Practice your on-camera presence, test your audio setup, and prepare a clear example of how you've handled a difficult client situation.
Remote Client Solutions Associate Jobs: Frequently Asked Questions
How do I get a remote client solutions associate job?
Target remote-first companies and distributed sales or customer success teams, since they're built to onboard and support client-facing roles without an office. Remote employers screen for strong written communication, self-direction, and the ability to manage client relationships asynchronously. Showing CRM experience, comfort with video calls, and a history of hitting targets independently gives you a clear edge.
Which companies hire remote client solutions associates?
Employers currently hiring remote client solutions associates include ResultsCX, Capital One, and Real Chemistry, per current remote listings on Migrate Mate as of November 2026. Remote-first firms and distributed teams across software, fintech, and professional services tend to hire this role in volume.
Can you get a remote client solutions associate job with no experience?
Yes, but remote entry roles are harder to land because you're expected to work independently from day one without on-site coaching. SaaS startups and tech-enabled service firms are the most likely to hire entry-level remote, and candidates can stand out by showing CRM familiarity, strong written communication samples, and any client-facing experience from internships or customer service roles.
Do you need a degree for remote client solutions associate jobs?
Not always. Remote employers in this role weigh demonstrated client-facing skills, CRM proficiency, and measurable results more heavily than a specific credential. A portfolio of resolved client issues, quota attainment history, or relevant coursework can substitute for a four-year degree at many remote-first companies, particularly in software and professional services.
Which industries hire the most remote client solutions associates?
Remote client solutions associate roles concentrate in Accounting & Auditing, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams to manage client relationships and renewals across time zones without requiring in-office presence.
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