Remote Policyholder Services Representative

Aogarciaagency; Columbia (SC); Remote; USD 35,000 - 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

Aogarciaagency is seeking a self-motivated candidate for a remote financial-services role built around warm leads and a structured training system. If you are competitive and coached, it can become a long-term career; if you want a job with no conversations, it will not.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running an enrollment flow, and building a client list.

Qualifications

• Strong communication with clients and families.
• Willing to be coached and open to feedback.
• Comfortable working remotely with digital tools.

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

Coaching

Remote work

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.