Remote Client Advisor - Financial Services (Warm Leads)

AO Garcia Agency; Twin Falls (ID); Remote; USD 25,000 - 33,000; 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 in the United States is offering a remote financial-services role built around warm leads and a comprehensive training system. If you are competitive and coachable, this can develop into a long-term career.

The daily duties include speaking with people seeking information, mapping protection needs, guiding enrollment, and building a client list. A short Zoom overview is the next step in the process.

Qualifications

• Willing to be coached and open to feedback.
• Self-starter who enjoys helping families.
• Comfort with a performance-driven environment.
• Able to work with remote tools and systems.

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

Coachable

Self-starter

Communication skills

Customer service

Tools

Remote tools

Job description

AO Garcia Agency in the United States is offering a remote financial-services role built around warm leads and a comprehensive training system. If you are competitive and coachable, this can develop into a long-term career.

The daily duties include speaking with people seeking information, mapping protection needs, guiding enrollment, and building a client list. A short Zoom overview is the next step in the process.