Client Services Team Leader - Work From Home

AO Garcia Agency; Sherwood (AR); A distancia; USD 42.000 - 54.000; 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 remote financial-services associate to engage with people who requested information, map needs, and guide them through enrollment steps. You will build and maintain a client list while working with pre-qualified warm leads.

Ideal candidates are self-starters who thrive in a performance-driven environment and welcome ongoing mentorship and flexible hours.

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.

Conocimientos

Self-starter

Helping families

Performance culture

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.

Next step is a short Zoom overview.