Remote Client Consultation Specialist

AO Garcia Agency; Norfolk (VA); Remote; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Zusammenfassung

AO Garcia Agency is offering a remote financial-services position focused on following up with warm leads and guiding clients through a simple enrollment flow. You will be coached and mentored through a structured training system, with flexible hours designed to fit a self-m-starter who enjoys helping families.

The role emphasizes performance in a coaching environment, with a focus on building and servicing a client list while leveraging remote tools and ongoing mentorship.

Qualifikationen

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached for long-term career growth.
• Able to take feedback and work independently.

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.

Kenntnisse

Communication

Coachable

Jobbeschreibung

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.