Remote Benefits Solutions Consultant

AO Garcia Agency; Brampton; Remote; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency offers a remote financial-services seat built around warm leads and a training system. If you are competitive and coachable, it can become a long-term career. A role with constant conversations is required for success.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running enrollment flows, and building a serviced client list. Provided are pre-qualified leads, onboarding, remote tools, and mentorship.

Qualifications

• Self-starter who likes helping families and can handle a performance environment.
• Willing to receive feedback and coaching.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Self-starter

Coachable

Customer-focused

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.