Client Intake Representative - Work From Home

AO Garcia Agency; Surprise (AZ); Teletrabalho; USD 42 000 - 54 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Resumo da oferta

AO Garcia Agency is seeking a self-motivated applicant for a remote financial-services seat built around warm leads and a training system.

If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with information-seeking individuals, mapping needs to protection options, guiding enrollments, and building a client list, with mentorship and flexible hours.

Qualificações

• 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.

Descrição da oferta de emprego

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.