Remote Client Intake Specialist — Flexible Hours & Mentorship

Aogarciaagency; Palmer (AK); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a motivated remote financial-services specialist. This role centers on coaching-led training, warm leads, and a performance-driven environment.

Daily activities include speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a serviced client list. Flexible hours and a structured onboarding help you grow.

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.

Skills

Self-starter

Coachable

Customer service

Goal oriented

Job description

Aogarciaagency is seeking a motivated remote financial-services specialist. This role centers on coaching-led training, warm leads, and a performance-driven environment.

Daily activities include speaking with information-seekers, mapping needs to protection options, running enrollment flows, and building a serviced client list. Flexible hours and a structured onboarding help you grow.