Remote Client Protection Advisor

AO Garcia Agency; Saint Petersburg (FL); A distancia; USD 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

AO Garcia Agency is seeking a remote financial-services professional to coach and enroll clients using warm, pre-qualified leads. This role offers flexibility and ongoing mentorship to help you grow within a long-term career.

You will engage with families, listen to their needs, and guide them through enrollment steps using remote tools and structured onboarding. If you are competitive, coachable, and thrive in a performance environment, this opportunity may fit you well.

Formación

• Excellent communication skills and ability to listen actively.
• Comfort with a performance-driven environment and coaching culture.
• Willingness to learn, adapt, and accept feedback.

Responsabilidades

• Speak with people who asked for information and answer questions.
• Map needs to available protection options for clients.
• Run a simple enrollment flow and guide clients through steps.
• Build and service a client list and maintain contact cadence.

Conocimientos

Communication skills

Active listening

Coachability

Herramientas

Remote tools

Descripción del empleo

AO Garcia Agency is seeking a remote financial-services professional to coach and enroll clients using warm, pre-qualified leads. This role offers flexibility and ongoing mentorship to help you grow within a long-term career.

You will engage with families, listen to their needs, and guide them through enrollment steps using remote tools and structured onboarding. If you are competitive, coachable, and thrive in a performance environment, this opportunity may fit you well.