Part-Time Client Onboarding Representative - Remote

AO Garcia Agency; Thornton (CO); Teletrabalho; USD 45 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Pre-qualified leads

Onboarding guidance

Remote tools

Flexible hours

Ongoing mentorship

Resumo da oferta

AO Garcia Agency is seeking a remote financial-services specialist to engage warm leads and guide families through a simple enrollment flow. This role emphasizes coaching, continuous feedback, and a clear long-term career path.

You will speak with people, map their needs to available protection options, run enrollment flows, and build a client list. You’ll receive onboarding guidance, remote tools, flexible hours, and ongoing mentorship to help you succeed.

Qualificações

• Competitive and willing to be coached leads to long-term career growth.
• Mentorship is provided to help you develop.
• Remote tools enable you to work from anywhere.

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.

Conhecimentos

Self-starter

Mentorship

Coaching

Ferramentas

Remote tools

Descrição da oferta de emprego

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.