Member Experience Specialist - Remote

AO Garcia Agency; Lansdale (Montgomery County); Remote; USD 40,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency seeks a remote financial-services seat designed around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, this is not it.

Daily work includes speaking with people who requested information, mapping needs for protection options, running enrollment flows, and building a client list. Provided resources include qualified leads, onboarding, remote tools, flexible hours, and

Qualifications

• Must be comfortable speaking with people and guiding them through information flow.
• Willingness to be coached and participate in mentorship programs.

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.

Skills

Communication

Coaching-mindset

Remote-work

Tools

Remote tools

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.