Client Intake Representative - Work From Home

AO Garcia Agency; Evanston (IL); A distancia; USD 42.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

AO Garcia Agency is seeking a self-motivated remote sales professional to join our financial-services team. The role focuses on speaking with people who requested information, guiding enrollment, and building a client list, with coaching and ongoing mentorship.

You will work with pre-qualified warm leads, benefit from step-by-step onboarding, remote tools, and flexible hours. This position offers a long-term career for those who welcome feedback and want to grow in a performance-driven

Formación

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

Responsabilidades

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

Descripción del empleo

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.