Remote Client Account Specialist

AO Garcia Agency; New Britain (CT); À distance; USD 40 000 - 70 000; Plein temps

Avantages offerts par ce poste

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Résumé du poste

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a structured 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 includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Qualifications

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

Responsabilités

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

Connaissances

Self-starter attitude

Coachable

Sales mindset

Description du poste

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.