Remote Client Consultation Specialist

AO Garcia Agency; Joliet (IL); Remote; USD 38,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a motivated remote financial-services professional in the United States. You will speak with people who asked for information, map their needs to protection options, and run a simple enrollment flow while building and servicing a client list.

This role is built around warm leads, a step-by-step onboarding, ongoing mentorship, and flexible hours. It rewards coaching and performance, and offers a path toward a long-term career for self-starters who enjoy helping

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.