Remote Onboarding Specialist - Financial Services (Warm Leads)

Aogarciaagency; Rapid City (SD); Remote; USD 42,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking team members for a remote financial-services role centered on coaching and performance. You will engage warm leads, map needs to available protection options, and guide applicants through a simple enrollment flow.

Daily work focuses on speaking with interested individuals, building a client list, and delivering ongoing mentorship in a fast-paced environment. Flexible hours and remote tools support a long-term career path for self-starters who enjoy helping families.

Qualifications

• Experience in customer-facing roles is a plus.
• Ability to work remotely and manage time effectively.

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

Self-motivation

Job description

Aogarciaagency is seeking team members for a remote financial-services role centered on coaching and performance. You will engage warm leads, map needs to available protection options, and guide applicants through a simple enrollment flow.

Daily work focuses on speaking with interested individuals, building a client list, and delivering ongoing mentorship in a fast-paced environment. Flexible hours and remote tools support a long-term career path for self-starters who enjoy helping families.