Client Success Associate - Work From Home

AO Garcia Agency; United States; Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency in the United States is seeking a motivated remote enrollment specialist in financial services. You will engage with people who asked for information and guide them through a simple enrollment flow.

Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. The role rewards self-starters who like helping families and thrive in a performance environment.

Qualifications

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

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

People skills

Enrollment processes

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.