Remote Needs Analysis Specialist

AO Garcia Agency; Saint Paul (MN); Remote; USD 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Zusammenfassung

AO Garcia Agency is seeking a remote financial-services professional to join a seat built around warm leads and a structured training system. You will engage with individuals seeking information, guide them through enrollment, and build a client list from ongoing coaching.

This role emphasizes coaching, performance in a supportive environment, and flexible hours. Next step is a short Zoom overview to introduce the program and expectations.

Qualifikationen

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

Aufgaben

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

Jobbeschreibung

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.