Remote Financial Guidance Specialist

Aogarciaagency; Hilo (HI); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Coaching and training

Leadership path for top performers

Job summary

Aogarciaagency is seeking motivated individuals for a remote career with upside. This inbound seat talks with clients who requested help on financial-protection options; you will be trained, coached, and measured on activity and results.

You will take requested conversations, explain benefits simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.

Qualifications

• Must be coachable and proactive.
• Excellent verbal and written communication.
• Comfortable on camera and engaging with clients.

Responsibilities

• Take inbound conversations from clients who requested help on financial-protection options.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Skills

Communication skills

Coachable

Comfortable on camera

Job description

Aogarciaagency is seeking motivated individuals for a remote career with upside. This inbound seat talks with clients who requested help on financial-protection options; you will be trained, coached, and measured on activity and results.

You will take requested conversations, explain benefits simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are on Zoom.