Remote Insurance Benefits Coach — Warm Leads

AO Garcia Agency; Herriman (UT); À distance; USD 50 000 - 80 000; Plein temps

Résumé du poste

AO Garcia Agency is seeking a remote financial-services professional to connect with warm leads. The role offers structured days, coaching during ramp-up, and a focus on timely follow-up with clients. You will learn the tools quickly and maintain a respectful, client-centric approach to conversations.

Ideal candidates demonstrate fast learners’ instincts and a professional video presence. This position emphasizes client respect and reliable communication in a remote setting.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• Ability to engage with clients respectfully and professionally.
• Willingness to learn new tools quickly and adapt to coaching feedback.

Responsabilités

• Follow up with warm leads in a timely manner.
• Engage clients with informative, compliant communications.
• Participate in training and ramp sessions as coaching is provided.

Connaissances

On-time follow-up

Video presence

Fast learning on tools

Respect for client

Description du poste

AO Garcia Agency is seeking a remote financial-services professional to connect with warm leads. The role offers structured days, coaching during ramp-up, and a focus on timely follow-up with clients. You will learn the tools quickly and maintain a respectful, client-centric approach to conversations.

Ideal candidates demonstrate fast learners’ instincts and a professional video presence. This position emphasizes client respect and reliable communication in a remote setting.