Remote Client Relations Pro — Growth & Mentorship

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; 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 seeking a remote financial-services specialist who thrives on coaching and conversations with interested clients. You will speak with people who asked for information, map needs to available protection options, and run a simple enrollment flow.

With pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship, the role is designed for self-starters who like helping families and can handle a performance environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and accept feedback.

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 is seeking a remote financial-services specialist who thrives on coaching and conversations with interested clients. You will speak with people who asked for information, map needs to available protection options, and run a simple enrollment flow.

With pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship, the role is designed for self-starters who like helping families and can handle a performance environment.