Remote Financial Services Specialist — Warm Leads & Growth

AO Garcia Agency; Elgin (IL); Remote; USD 42,000 - 65,000; 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 enrollment-focused role within its financial-services seat, built around warm leads and a training system. This position offers flexible hours and ongoing mentorship to help you grow in a performance-driven environment.

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 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

AO Garcia Agency is seeking a remote enrollment-focused role within its financial-services seat, built around warm leads and a training system. This position offers flexible hours and ongoing mentorship to help you grow in a performance-driven environment.

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.