Remote Client Experience Specialist - Financial Services

AO Garcia Agency; Grand Island (NE); Remote; USD 38,000 - 64,000; 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 remote sales/ enrollment specialist who will engage with individuals who requested information, map needs to protection options, and guide them through a simple enrollment flow. You will also build and service a client list while working with pre-qualified warm leads.

Success comes from self-motivation, strong communication, and openness to ongoing mentorship within a performance-driven environment.

Qualifications

• Strong communication skills for outbound inquiries.
• Ability to thrive in a performance-driven environment.
• Willingness to receive coaching and feedback.

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.

Skills

Communication

Self-motivation

Coaching receptiveness

Tools

Remote tools

Job description

AO Garcia Agency is seeking a remote sales/ enrollment specialist who will engage with individuals who requested information, map needs to protection options, and guide them through a simple enrollment flow. You will also build and service a client list while working with pre-qualified warm leads.

Success comes from self-motivation, strong communication, and openness to ongoing mentorship within a performance-driven environment.