Remote Client Intake Specialist with Mentorship

AO Garcia Agency; Stillwater (OK); Remote; USD 40,000 - 66,000; 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 offering a remote financial-services seat built around warm leads and a training system. You will speak with people who asked for information and guide them through simple enrollment flows.

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.

Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship to support success.

Qualifications

• Experience in customer service or sales in a financial services context.
• Able to work remotely and manage conversations effectively.

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

Lead management

Enrollment flow

Client service

Job description

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a training system. You will speak with people who asked for information and guide them through simple enrollment flows.

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.

Provided resources include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship to support success.