Remote Financial Protection Advisor

AO Garcia Agency; Portsmouth (VA); À distance; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Remote work

Structured process guidance

Coaching from leadership

Leadership path for high performers

Résumé du poste

AO Garcia Agency is offering a remote position focused on speaking with prospective clients who have requested information on financial protection options. You will be coached and measured by activity and results, following a structured process to avoid inventing the job.

Responsibilities include taking conversations, explaining benefits simply, helping clients enroll when appropriate, and maintaining timely follow-ups.

Qualifications

• Experience communicating with clients
• Ability to explain benefits clearly
• Follow a written process and guidelines

Responsabilités

• Take requested conversations with interested clients via remote channels
• Explain benefit options clearly and simply
• Help clients enroll when it is a good fit
• Maintain a consistent follow-up rhythm to nurture prospects

Connaissances

Communication skills

Coachable

Comfortable on camera

Description du poste

AO Garcia Agency is offering a remote position focused on speaking with prospective clients who have requested information on financial protection options. You will be coached and measured by activity and results, following a structured process to avoid inventing the job.

Responsibilities include taking conversations, explaining benefits simply, helping clients enroll when appropriate, and maintaining timely follow-ups.