Client Relationship Specialist - Remote

AO Garcia Agency; Appleton (WI); Remoto; USD 40.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured 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, this role will not. Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Competenze

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

Mansioni

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

Descrizione del lavoro

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.