Remote Financial Services Trainee — Flexible Hours & Mentorship

AO Garcia Agency; Boise (ID); 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 professional to join a seat built around warm leads and a training system.

If you are competitive and coached, it can become a long-term career; this role involves ongoing conversations with clients to map needs and enroll them in protection options. You will build and service a client list while benefiting from onboarding and 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 professional to join a seat built around warm leads and a training system.

If you are competitive and coached, it can become a long-term career; this role involves ongoing conversations with clients to map needs and enroll them in protection options. You will build and service a client list while benefiting from onboarding and mentorship.