Remote Financial Services Advisor | Warm Leads & Enrollment

Aogarciaagency

New Iberia (LA)

Remote

USD 45,000 - 70,000

Full time

4 days ago
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Benefits offered by this job

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

Job summary

Aogarciaagency in the United States is offering a remote financial-services role built around warm leads and a structured training system. If you're competitive and coachable, it can become a long-term career.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a client list. Benefits include pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

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 in the United States is offering a remote financial-services role built around warm leads and a structured training system. If you're competitive and coachable, it can become a long-term career.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a client list. Benefits include pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

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