Remote Client Concierge — Flexible Hours (Financial Services)

AO Garcia Agency; Palmer (AK); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join a seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this won’t.

Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

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 professional to join a seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; if you want a job with no conversations, this won’t.

Daily duties include speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.