Remote Insurance Client Advisor

AO Garcia Agency; Fremont (NE); Remote; USD 40,000 - 70,000; 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 offering a remote financial-services seat designed around warm leads and a structured training system. The role emphasizes coaching-based growth and a long-term career path for motivated individuals who are eager to assist families with protection options.

You will join a program that values feedback and continuous mentorship. Daily work includes talking with information-seeking clients, mapping needs to protection options, guiding enrollment flows, and building a serviced

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and receptive to feedback.

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

Communication

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.