Remote Inbound Financial Guidance Specialist

Aogarciaagency; Provo (UT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Job summary

Aogarciaagency is seeking motivated individuals for a remote career with upside. This inbound role works with clients who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

You should apply if you are competitive, coachable, and comfortable on camera. Interviews are conducted on Zoom, and you will receive a written process to standardize the job, plus coaching from experienced colleagues.

Qualifications

• Inbound, non-salesy conversations with clients
• Explain financial-protection options clearly
• Keep a consistent follow-up rhythm

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

Sales dialogue

Communication

Remote work

Coachable

Job description

Aogarciaagency is seeking motivated individuals for a remote career with upside. This inbound role works with clients who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

You should apply if you are competitive, coachable, and comfortable on camera. Interviews are conducted on Zoom, and you will receive a written process to standardize the job, plus coaching from experienced colleagues.