Remote Client Service Representative (Training Provided)

AO Garcia Agency; Iowa; 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 seeks a remote financial-services associate to engage with families, coach through protection options, and enroll clients. You will work with pre-qualified leads and benefit from onboarding and ongoing mentorship, with flexible hours and a path for growth.

Daily duties include speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a client list, all supported by remote tools and coaching.

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

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.