Remote Policy Review Specialist

AO Garcia Agency; Helena (MT); 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 seeking a motivated candidate for a remote financial-services seat built around warm leads and a structured training program. The role emphasizes being coached, contributing to a performance-driven environment, and growing a career in financial services.

You will speak with people who request information, map their needs to protection options, and guide them through enrollment steps while building a client list.

Qualifications

• Ability to map needs and explain protection options clearly.
• Willingness to be coached and to follow a performance-driven environment.
• Comfort working remotely with warm leads and pre-qualified prospects.

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

Mentorship

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.