Remote Client Advisor — Inbound Finances, Coaching & Growth Path

Aogarciaagency; Rawlins (WY); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Remote work

Clear process

Coaching

Leadership path

Job summary

Aogarciaagency is seeking motivated, remote professionals to join a dynamic inbound role focused on financial-protection options. You will talk with people who have requested help, walk them through benefits, and help enroll when it’s the right fit. This seat is built for performance, not micromanagement.

Interviews are conducted on Zoom. You will be coached, measured on activity and results, and have a clear path into leadership if you produce.

Qualifications

• Competitive mindset and self-motivation.
• Willingness to learn a defined sales process.
• Comfortable speaking with clients over video or phone.

Responsibilities

• Take inbound conversations from clients seeking financial-protection options.
• Explain benefits clearly and simply to help clients decide.
• Assist clients in enrolling when it’s a good fit.
• Maintain a disciplined follow-up rhythm to ensure progress.

Skills

Communication

Coachable

On-camera

Job description

Aogarciaagency is seeking motivated, remote professionals to join a dynamic inbound role focused on financial-protection options. You will talk with people who have requested help, walk them through benefits, and help enroll when it’s the right fit. This seat is built for performance, not micromanagement.

Interviews are conducted on Zoom. You will be coached, measured on activity and results, and have a clear path into leadership if you produce.