Remote Client Retention & Growth Specialist

AO Garcia Agency; Saint Paul (MN); Remote; USD 40,000 - 60,000; 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 professional who will engage with clients who requested information, map their needs for protection options, and guide them through a simple enrollment flow. You will build and service a client list with ongoing mentorship and flexible hours.

Successful candidates are self-starters, coachable, and comfortable in a performance-driven environment. The role emphasizes client interaction and remote collaboration, with training provided for

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 professional who will engage with clients who requested information, map their needs for protection options, and guide them through a simple enrollment flow. You will build and service a client list with ongoing mentorship and flexible hours.

Successful candidates are self-starters, coachable, and comfortable in a performance-driven environment. The role emphasizes client interaction and remote collaboration, with training provided for