Remote Client Account Representative

Aogarciaagency

Montgomery (AL)

Remote

USD 50,000 - 70,000

Full time

4 days ago
Be an early applicant
Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

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

Job summary

Aogarciaagency is hiring for a remote financial-services seat built around warm leads and a training system. If you are competitive and coachable, this can become a long-term career; there are plenty of opportunities to grow through feedback and mentorship.

Daily work includes speaking with people who requested information, mapping needs to protection options, running a simple enrollment flow, and building a trusted client list. Flexible hours and remote tools support success.

Qualifications

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

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Client Account Specialist
Remote Client Account Specialist

Aogarciaagency • Springfield (OH)

Remote
USD 40,000 - 60,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Account Representative
Remote Client Account Representative

Lever, Inc. • Conway (AR)

Remote
USD 32,000 - 52,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Account Representative
Remote Client Account Representative

Lever, Inc. • Fort Mill (SC)

Remote
USD 40,000 - 60,000
Pre-qualified leads
Onboarding process
Remote tools
+2
Remote Client Account Specialist
Remote Client Account Specialist

Lever, Inc. • Springfield (OH)

Remote
USD 55,000 - 75,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Service Representative (Training Provided)
Remote Client Service Representative (Training Provided)

Aogarciaagency • Warner Robins (GA)

Remote
USD 45,000 - 75,000
Pre-qualified warm leads
Flexible hours
Mentorship
Remote Client Support Representative
Remote Client Support Representative

Aogarciaagency • Johnston (RI)

Remote
USD 42,000 - 68,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Service Representative (Training Provided)
Remote Client Service Representative (Training Provided)

Aogarciaagency • Goodyear (AZ)

Remote
USD 40,000 - 65,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Service Representative (Training Provided)
Remote Client Service Representative (Training Provided)

Aogarciaagency • Corpus Christi (TX)

Remote
USD 45,000 - 65,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Account Representative
Remote Client Account Representative

Lever, Inc. • Montgomery (AL)

Remote
USD 40,000 - 60,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Care Specialist
Remote Client Care Specialist

Aogarciaagency • Provo (UT)

Remote
USD 35,000 - 60,000
Warm leads
Onboarding
Remote tools
+2