Family Needs Assessment Advisor - Remote

AO Garcia Agency; East Honolulu (HI); À distance; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Résumé du poste

AO Garcia Agency 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.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Provided are pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours and ongoing mentorship.

Qualifications

• Competitive and willing to be coached.
• Remote financial-services seat built around warm leads and a training system.
• Next step is a Zoom overview.

Responsabilités

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

Description du poste

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.