Remote Financial Client Services Specialist

Aogarciaagency; Kirkland (WA); 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

Aogarciaagency offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

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

Aogarciaagency offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.