Part-Time Family Services Advisor - Work From Home

AO Garcia Agency

Indiana

Remote

USD 40,000 - 60,000

Full time

10 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 hiring for a remote financial-services seat built around warm leads and a training system. You will speak with people who asked for information and guide enrollment, while building a client list.

We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. The role suits self-starters who enjoy helping families and thrive in 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.

Next step is a short Zoom overview.

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