Remote Member Services Specialist

AO Garcia Agency; Lee's Summit (MO); Remote; USD 40,000 - 60,000; 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 motivated candidate for a remote financial-services seat focused on helping families with informed protection options. You will be coached and mentored in a performance-driven environment, with warm leads and step-by-step onboarding.

This role suits self-starters who enjoy helping families and want a long-term career with flexible hours and ongoing mentorship. A quick Zoom overview is the next step.

Qualifications

• Clear communication and active listening.
• Able to work from home with reliable internet.
• Comfort with a performance-driven 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.

Skills

Communication

Coachable

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.

Next step is a short Zoom overview.