Remote Client Success & Enrollment Specialist

AO Garcia Agency; Lawrence (KS); À distance; USD 42 000 - 66 000; Plein temps

Avantages offerts par ce poste

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Résumé du poste

AO Garcia Agency is seeking a self-motivated candidate for a remote financial-services role built around warm leads and a structured training system. The position emphasizes coaching and ongoing mentorship to grow into a long-term career, with no solo conversations required.

Daily tasks include speaking with information requests, mapping needs for protection options, guiding enrollment, and building a client list.

Responsabilités

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

Description du poste

AO Garcia Agency is seeking a self-motivated candidate for a remote financial-services role built around warm leads and a structured training system. The position emphasizes coaching and ongoing mentorship to grow into a long-term career, with no solo conversations required.

Daily tasks include speaking with information requests, mapping needs for protection options, guiding enrollment, and building a client list.