Member Benefits Advisor - Work From Home

AO Garcia Agency; Greensboro (NC); A distancia; USD 42.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Descripción de la vacante

AO Garcia Agency is seeking a remote financial services professional to engage with inquiries, map protection needs, and guide clients through enrollment flows. You will build a client list and receive step-by-step onboarding with ongoing mentorship in a performance-focused environment.

Ideal candidates are self-starters who enjoy helping families and are coachable. Flexible hours and remote tools support a long-term career path in a fast-paced setting.

Formación

• Proactive in responding to inquiries and providing information.
• Ability to map client needs to protection options.
• Comfort with a performance-driven environment.

Responsabilidades

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

Conocimientos

Active listening

Enrollment flow

Remote work discipline

Herramientas

CRM software

Descripción del empleo

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.