Remote Financial Protection Representative

AO Garcia Agency; Passaic (NJ); Remote; USD 40,000 - 60,000; 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 professional to engage warm leads, guide clients through information, and complete simple enrollment flows. The role is built around a training system and ongoing mentorship, with flexible hours and a focus on helping families.

The right candidate is a self-starter who welcomes feedback, can perform in a performance-driven environment, and will build and service a client list while leveraging remote tools.

Qualifications

• Self-starters who like helping families and can work in a performance environment.
• Willingness to be coached and accept feedback.

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.

Skills

Communication

Coachable

Job description

This is a remote financial-services seat built around warm leads and a 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

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.