Remote Client Solutions Specialist – Financial Protection

Aogarciaagency

Urbandale (IA)

Remote

USD 40,000 - 60,000

Full time

9 days ago
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Remote work
Coaching from experienced mentors
Leadership progression potential

Job summary

Aogarciaagency in the United States is seeking motivated individuals for a remote sales career with upside. You will engage with warm leads who have already requested information on financial-protection options and guide them toward suitable options.

You will be trained, coached, and measured on activity and results, with a documented process and Zoom-based interviews. The role emphasizes coaching, accountability, and potential leadership progression for high performers.

Qualifications

  • Must be comfortable talking to clients via Zoom.
  • Able to learn the written process and follow it.
  • Competitive and coachable; remote-friendly.

Responsibilities

  • Take conversations with warm leads and no cold outreach.
  • Explain financial-protection options clearly.
  • Help clients enroll when it fits their needs.
  • Maintain consistent follow-up cadence.

Skills

Sales communication
On-camera presentation

Job description

Aogarciaagency in the United States is seeking motivated individuals for a remote sales career with upside. You will engage with warm leads who have already requested information on financial-protection options and guide them toward suitable options.

You will be trained, coached, and measured on activity and results, with a documented process and Zoom-based interviews. The role emphasizes coaching, accountability, and potential leadership progression for high performers.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Client Services Specialist — Financial Protection
Remote Client Services Specialist — Financial Protection

Aogarciaagency • Town of Florida (NY)

Remote
USD 50,000 - 75,000
Remote work
Coaching from experienced teammates
Leadership path for high performers
Remote Client Advisor: Financial Protection Enrollment
Remote Client Advisor: Financial Protection Enrollment

Aogarciaagency • Brookings (SD)

Remote
USD 42,000 - 78,000
Remote work
Coaching from experienced peers
Leadership path
Remote Client Advocate – Financial Protection Specialist
Remote Client Advocate – Financial Protection Specialist

Aogarciaagency • Spring Hill (TN)

Remote
USD 40,000 - 65,000
Remote work
Written process
Coaching
+1
Remote Financial Services Specialist
Remote Financial Services Specialist

Aogarciaagency • Flint (MI)

Remote
USD 45,000 - 75,000
Remote work
Coaching from experienced staff
Path into leadership if you produce
Remote Client Concierge — Financial Protection Advisor
Remote Client Concierge — Financial Protection Advisor

Aogarciaagency • Lafayette (LA)

Remote
USD 40,000 - 60,000
Remote work
Coaching from experienced staff
Leadership path
Remote Client Solutions Advisor
Remote Client Solutions Advisor

Aogarciaagency • Boise (ID)

Remote
USD 50,000 - 65,000
Remote work
Coaching from experienced staff
Leadership path for top performers
Remote Financial Protection Specialist
Remote Financial Protection Specialist

Aogarciaagency • Charlotte (NC)

Remote
USD 42,000 - 66,000
Remote Client Needs Advisor — Financial Protection
Remote Client Needs Advisor — Financial Protection

Aogarciaagency • La Vista (NE)

Remote
USD 40,000 - 75,000
Remote work
Coaching from experienced staff
Leadership path for top performers
Remote Financial Protection Advisor
Remote Financial Protection Advisor

Aogarciaagency • Camden (DE)

Remote
USD 40,000 - 70,000
Remote work
Coaching from leaders
Clear process and training
Remote Financial-Protection Advisor
Remote Financial-Protection Advisor

Aogarciaagency • Kansas City (MO), Town of Vermont (WI)

Remote
USD 45,000 - 75,000
Remote work
Defined process
Coaching from experienced colleagues
+1