Client Relationship Specialist - Remote

Aogarciaagency; Rochester Hills (MI); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency offers a remote financial-services role built around warm leads and a structured training system. You will engage with inquiries, map needs to protection options, and guide clients through a straightforward enrollment flow.

Provided are pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship to help you develop and build a long-term career in a performance-driven environment.

Qualifications

• Strong communication with clients and information seekers.
• Willingness to be coached and improve performance.
• Ability to work independently in a remote setup.

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

Coachable

Self-starter

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.