Remote Client Success & Outreach Specialist

AO Garcia Agency; Harrisburg (SD); Remote; USD 42,000 - 65,000; 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 in the United States offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs for available protection options, running a simple enrollment flow, and building and servicing a client list. We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and

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

AO Garcia Agency in the United States offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs for available protection options, running a simple enrollment flow, and building and servicing a client list. We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and