Remote Client Onboarding Pro - Mentorship & Flexible Hours

AO Garcia Agency; United States; Remote; USD 42,000 - 65,000; 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 in the United States offers a remote financial-services role built around warm leads and a comprehensive training system. You’ll engage with prospects who asked for information and guide them through a simple enrollment flow.

This position rewards self-starters who thrive on coaching and performance-based environments. Benefits include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

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 in the United States offers a remote financial-services role built around warm leads and a comprehensive training system. You’ll engage with prospects who asked for information and guide them through a simple enrollment flow.

This position rewards self-starters who thrive on coaching and performance-based environments. Benefits include pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.