Remote Financial Advocate — Enrollment & Client Care

AO Garcia Agency; Kenosha (WI); Remote; USD 45,000 - 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 is seeking a remote financial-services specialist who can thrive on warm leads and coaching. You will speak with people who asked for information and guide them through an enrollment flow.

Daily work includes mapping needs to available protection options and building a serviced client list, with remote tools and flexible hours. Mentorship is provided to help you grow into a long-term career.

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 is seeking a remote financial-services specialist who can thrive on warm leads and coaching. You will speak with people who asked for information and guide them through an enrollment flow.

Daily work includes mapping needs to available protection options and building a serviced client list, with remote tools and flexible hours. Mentorship is provided to help you grow into a long-term career.