Remote Policyholder Care Coordinator

Aogarciaagency; Colorado Springs (CO); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding program

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is offering a remote financial services position focused on guiding families through information requests and enrollment steps. The role emphasizes coaching, mentorship, and the opportunity for long-term career growth.

Daily activities include contacting interested individuals, mapping needs to protection options, and guiding them through a simple enrollment flow while building a client list. Flexible hours and ongoing mentorship are provided.

Qualifications

• Must be self-motivated and coachable.
• Willing to work in a performance-driven environment.

Responsibilities

• Speak with people who requested 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.