Remote Client Care & Enrollment Specialist

AO Garcia Agency; United States; Remote; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Zusammenfassung

AO Garcia Agency is seeking a remote financial-services professional who can engage with warm leads and follow a structured coaching program to develop a long-term career. The role emphasizes coaching, feedback, and performance growth.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a comprehensive client list.

Aufgaben

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Jobbeschreibung

AO Garcia Agency is seeking a remote financial-services professional who can engage with warm leads and follow a structured coaching program to develop a long-term career. The role emphasizes coaching, feedback, and performance growth.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a comprehensive client list.