Home-Based Client Services Representative

Aogarciaagency; Owensboro (KY); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Aogarciaagency is seeking a remote financial-services associate to work with warm leads within a coaching-focused program. You will speak with people who asked for information and guide them through enrollment options.

This role emphasizes self-motivation, mentorship, and performance in a remote, flexible-hours environment. Training and onboarding are provided to help you succeed and build a client network.

Qualifications

• Self-starters who like 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

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.