Remote Financial Intake Specialist — Flexible Hours

AO Garcia Agency; Meridian (ID); Remote; USD 36,000 - 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 teammate who is coachable and communicates clearly. This role revolves around warm, pre-qualified leads and a supportive training system, with a focus on helping families choose protection options.

Daily duties include speaking with information-seekers, mapping needs to available protection options, guiding enrollment, and building a serviced client list.

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 teammate who is coachable and communicates clearly. This role revolves around warm, pre-qualified leads and a supportive training system, with a focus on helping families choose protection options.

Daily duties include speaking with information-seekers, mapping needs to available protection options, guiding enrollment, and building a serviced client list.