Remote Financial Services Support Advisor - Flexible Hours

Aogarciaagency; Post Falls (ID); Remote; USD 35,000 - 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

Aogarciaagency is seeking a remote financial-services professional to support clients through warm leads within a coaching-driven environment. This is a long-term career path for those who are competitive and coachable.

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

Qualifications

• Self-starter who likes helping families and can handle a performance environment.
• Willing to be coached in a mentorship-driven role.

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

Self-starter

Coachable

Competitive

Job description

Aogarciaagency is seeking a remote financial-services professional to support clients through warm leads within a coaching-driven environment. This is a long-term career path for those who are competitive and coachable.

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