Remote Client Care Specialist

Aogarciaagency; Provo (UT); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Aogarciaagency is seeking a self-motivated individual for a remote financial-services role built around warm leads and a training system. If you are competitive and willing to be coached, it can become a long-term career.

This position favors those who embrace feedback and performance expectations. The daily work includes speaking with information-seeking individuals, mapping needs to protection options, running enrollment flows, and building a client list.

Qualifications

• Experience in financial services or enrollment processes.
• Comfort with coaching, feedback and performance environments.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

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

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.