Remote Client Advisor with Mentorship & Flexible Hours

AO Garcia Agency; Iowa; Remote; USD 40,000 - 60,000; 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 seeks a remote financial-services associate to engage with families, coach through protection options, and enroll clients. You will work with pre-qualified leads and benefit from onboarding and ongoing mentorship, with flexible hours and a path for growth.

Daily duties include speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a client list, all supported by remote tools and coaching.

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

AO Garcia Agency seeks a remote financial-services associate to engage with families, coach through protection options, and enroll clients. You will work with pre-qualified leads and benefit from onboarding and ongoing mentorship, with flexible hours and a path for growth.

Daily duties include speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a client list, all supported by remote tools and coaching.