Client Concierge Representative - Work From Home

AO Garcia Agency; Palmer (AK); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join a seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this won’t.

Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

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

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.

Next step is a short Zoom overview.