Client Intake Representative - Work From Home

Aogarciaagency; Chattanooga (TN); Remote; USD 38,000 - 68,000; Full time

Benefits offered by this job

Warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services specialist who thrives in a coaching environment. You will engage with people who requested information, map their protection needs, and guide them through a simple enrollment flow while building a qualified client list.

The role emphasizes self-motivation, mentorship, flexible hours, and ongoing coaching to develop a long-term career in a sales-driven setting.

Qualifications

• Excellent verbal communication and empathy are required.
• Must be coachable and willing to follow onboarding processes.
• Comfortable working remotely with warm leads and performance expectations.

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

Communication

Active listening

Coaching

Tools

Remote tools

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.