Family Services Advisor - Remote

AO Garcia Agency; Olive Branch (MS); Remoto; USD 35.000 - 55.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote tools

Flexible hours

Ongoing mentorship

Step-by-step onboarding

Pre-qualified warm leads

Descrizione del lavoro

AO Garcia Agency is seeking a remote, performance-driven professional to engage warm leads in financial services. You will be coached and mentored as you learn to guide families through enrollment, build a client list, and map needs to available protection options. This is designed as a long-term career with ongoing onboarding and flexible hours.

Ideal candidates are self-starters who love helping families and thrive in a coaching environment. Zoom overview will be the next step in the process.

Competenze

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

Mansioni

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

Conoscenze

Communication

Coaching mindset

Goal oriented

Customer service

Descrizione del lavoro

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.