Remote Client Relations Manager

Aogarciaagency; Noblesville (IN); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Aogarciaagency is seeking a remote financial-services sales professional to engage warm leads and guide families through information requests and enrollment steps. You will receive step-by-step onboarding, ongoing mentorship, and flexible hours in a coaching-rich environment where performance is recognized.

A self-starter mindset and willingness to accept feedback are essential, with no micromanagement in a fully remote setting.

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

This is a remote financial-services seat built around warm leads and a training system.

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.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.