Remote Client Account Representative

AO Garcia Agency; United States; Remote; USD 45,000 - 70,000; 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 is seeking a remote financial-services specialist who speaks with people who requested information and guides them through enrollment.

You will work with pre-qualified warm leads, receive step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship; success requires coachability and a drive to perform in a fast-paced environment. This position offers long-term career potential with continuous coaching.

Qualifications

• Self-starters who enjoy helping families.
• Able to perform in a performance-driven 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.

Skills

Self-motivated

Family-focused service

Performance mindset

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.