Remote Client Engagement Specialist

AO Garcia Agency; Twin Falls (ID); Remote; USD 25.000 - 33.000; Vollzeit

Benefits dieser Stelle

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Zusammenfassung

AO Garcia Agency in the United States is offering a remote financial-services role built around warm leads and a comprehensive training system. If you are competitive and coachable, this can develop into a long-term career.

The daily duties include speaking with people seeking information, mapping protection needs, guiding enrollment, and building a client list. A short Zoom overview is the next step in the process.

Qualifikationen

• Willing to be coached and open to feedback.
• Self-starter who enjoys helping families.
• Comfort with a performance-driven environment.
• Able to work with remote tools and systems.

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

Coachable

Self-starter

Communication skills

Customer service

Tools

Remote tools

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.

Next step is a short Zoom overview.