Member Engagement Specialist - Work From Home

AO Garcia Agency

St. Albans (VT)

Remote

USD 21,000 - 34,000

Full time

6 days ago
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Benefits offered by this job

Pre-qualified warm leads
Step-by-step onboarding
Remote tools
Flexible hours
Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and participate in a structured training program. This role emphasizes coaching, ongoing mentorship, and a clear path toward long-term career development.

You will connect with individuals requesting information, map needs to available protection options, guide them through a straightforward enrollment flow, and build a client list. Flexible hours and remote tools support a productive work 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.
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