Remote Client Services Representative | Flexible Schedule

AO Garcia Agency; Elizabeth (NJ); Ibrido; USD 40.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

AO Garcia Agency is seeking a proactive remote financial-services professional to work with warm leads and a coaching-driven training system. This role emphasizes conversation, information gathering, and enrollment steps, with a focus on building a client list.

You'll be coached to achieve performance targets in a flexible-hours environment and provided with onboarding and mentorship while working remotely from home.

Mansioni

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

Descrizione del lavoro

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.