Remote Client Benefits Advisor Flexible Hours & Mentorship

AO Garcia Agency; Meriden (CT); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services seat built around warm leads and a training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with information requests, mapping needs to available protection options, running enrollment flows, and building a client list. Pre-qualified leads and ongoing mentorship are provided.

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 is seeking a remote financial-services seat built around warm leads and a training system. If you are competitive and coachable, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work includes speaking with information requests, mapping needs to available protection options, running enrollment flows, and building a client list. Pre-qualified leads and ongoing mentorship are provided.