Remote Client Engagement Specialist with Mentorship

AO Garcia Agency; Saint Cloud (MN); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency offers a remote financial-services seat built around warm leads and a clear training system. If you are competitive and willing to be coached, it can become a long-term career that rewards growth and accountability.

Daily work includes speaking with information-seeking prospects, mapping needs to available protection options, running a simple enrollment flow, and building a managed client list.

Qualifications

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

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 offers a remote financial-services seat built around warm leads and a clear training system. If you are competitive and willing to be coached, it can become a long-term career that rewards growth and accountability.

Daily work includes speaking with information-seeking prospects, mapping needs to available protection options, running a simple enrollment flow, and building a managed client list.