Client Needs Advisor - Remote

Aogarciaagency; Hattiesburg (MS); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services seat designed around warm leads and a structured training system. The role offers coaching, mentorship, and a clear career path for self-starters who enjoy helping families while handling a performance-driven environment.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a client list. Flexible hours and ongoing mentorship are provided.

Qualifications

• Willingness to be coached and take feedback.
• Able to perform in a performance-driven environment.
• Comfortable with remote work and using online tools.

Responsibilities

• Speak with information-seeking prospects.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Enrollment flow

Lead management

Remote work

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.