Remote Financial Services Client Advisor Trainee

AO Garcia Agency; Westminster (CO); Remote; USD 50,000 - 70,000; 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 offering 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 includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.

Qualifications

• Self-starters who like helping families.
• Can thrive in a performance-driven environment.
• Open to 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

Coaching

Self-motivation

Client relations

Job description

AO Garcia Agency is offering 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 includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list.