Remote Client Needs Advisor - Growth, Coaching & Leadership Path

AO Garcia Agency; Cleveland (OH); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process for the role

Coaching from experienced staff

Leadership path for high performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote sales-oriented role with growth potential. You will work warm leads, talk with clients who requested information on financial-protection options, and be trained, coached, and measured on activity and results.

Responsibilities include converting conversations into enrollments when appropriate, maintaining a diligent follow-up rhythm, and following a written process so you’re not inventing the job. Interviews happen on Zoom.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

AO Garcia Agency is seeking motivated individuals for a remote sales-oriented role with growth potential. You will work warm leads, talk with clients who requested information on financial-protection options, and be trained, coached, and measured on activity and results.

Responsibilities include converting conversations into enrollments when appropriate, maintaining a diligent follow-up rhythm, and following a written process so you’re not inventing the job. Interviews happen on Zoom.