Remote Financial Services Manager in Training - Mentored

Aogarciaagency

Surprise (AZ)

Remote

USD 42,000 - 68,000

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 is seeking a remote financial-services specialist to engage warm leads and guide clients through a simple enrollment flow. You will be coached and supported by a mentorship program, with flexible hours and a structured onboarding process.

Ideal candidates are self-starters who enjoy helping families and performing in a performance-driven environment. A manager-free workflow may be challenging for some, but this role is designed for ambitious professionals ready to learn and grow.

Qualifications

  • Self-starters who like helping families and can handle a performance environment.
  • Anyone who will not take feedback or needs a manager in the room.

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 is seeking a remote financial-services specialist to engage warm leads and guide clients through a simple enrollment flow. You will be coached and supported by a mentorship program, with flexible hours and a structured onboarding process.

Ideal candidates are self-starters who enjoy helping families and performing in a performance-driven environment. A manager-free workflow may be challenging for some, but this role is designed for ambitious professionals ready to learn and grow.

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