Remote Financial Services Associate - Client Enrollment

AO Garcia Agency; United States; Remote; USD 42,000 - 66,000; 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 specialist to join a coaching-driven environment built around warm leads and a strong training system.

Daily work includes speaking with people who requested information, mapping needs to available protection options, running a simple enrollment flow, and building a loyal client list. Provided: pre-qualified warm leads, onboarding support, 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

AO Garcia Agency is seeking a remote financial services specialist to join a coaching-driven environment built around warm leads and a strong training system.

Daily work includes speaking with people who requested information, mapping needs to available protection options, running a simple enrollment flow, and building a loyal client list. Provided: pre-qualified warm leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.