Family Needs Assessment Advisor - Remote

Aogarciaagency; Woonsocket (RI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a self-driven remote financial-services sales professional. You will speak with people who asked for information, map needs, and guide them through a simple enrollment flow, while building a service-oriented client list.

We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours and ongoing mentorship. The right candidate thrives in a performance-driven environment, embraces feedback, and enjoys helping families solve financial needs.

Qualifications

• No formal education or prior experience required; training provided.

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

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.