Remote Client Services Specialist – Financial Solutions

AO Garcia Agency; Grants Pass (OR); A distancia; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

AO Garcia Agency is seeking a remote financial-services associate to work with warm leads and a structured training system. This role rewards competitiveness and coachability and offers long-term career potential.

In this position you will speak with people seeking information, map protection needs, run enrollment flows, and build a client list, all from a remote setup with flexible hours and mentorship. No micromanagement, you’ll receive ongoing feedback to help you improve.

Formación

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

Responsabilidades

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

Descripción del empleo

AO Garcia Agency is seeking a remote financial-services associate to work with warm leads and a structured training system. This role rewards competitiveness and coachability and offers long-term career potential.

In this position you will speak with people seeking information, map protection needs, run enrollment flows, and build a client list, all from a remote setup with flexible hours and mentorship. No micromanagement, you’ll receive ongoing feedback to help you improve.