Remote Client Advisor with Warm Leads & Mentorship

Aogarciaagency

Montgomery (AL)

Remote

USD 50,000 - 70,000

Full time

4 days ago
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Benefits offered by this job

Pre-qualified warm leads
Step-by-step onboarding
Remote tools
Flexible hours
Ongoing mentorship

Job summary

Aogarciaagency is hiring for a remote financial-services seat built around warm leads and a training system. If you are competitive and coachable, this can become a long-term career; there are plenty of opportunities to grow through feedback and mentorship.

Daily work includes speaking with people who requested information, mapping needs to protection options, running a simple enrollment flow, and building a trusted client list. Flexible hours and remote tools support success.

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

Aogarciaagency is hiring for a remote financial-services seat built around warm leads and a training system. If you are competitive and coachable, this can become a long-term career; there are plenty of opportunities to grow through feedback and mentorship.

Daily work includes speaking with people who requested information, mapping needs to protection options, running a simple enrollment flow, and building a trusted client list. Flexible hours and remote tools support success.

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