Policy Enrollment Specialist - Remote

AO Garcia Agency; Wauwatosa (WI); Remoto; USD 45.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

AO Garcia Agency is seeking a motivated candidate for a remote financial-services seat built around warm leads and a structured training program. You will start with onboarding, receive coaching, and grow through a performance-driven environment.

Daily tasks involve speaking with information-seeking individuals, mapping needs to protection options, guiding enrollment, and building a client list. Mentorship is ongoing and hours are flexible to fit personal schedules.

Competenze

• Self-starters who like helping families and can handle a performance environment.

Mansioni

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

Descrizione del lavoro

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.