Remote Policyholder Services Representative

AO Garcia Agency; Kapolei (HI); À distance; USD 42 000 - 63 000; Plein temps

Avantages offerts par ce poste

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Résumé du poste

AO Garcia Agency is hiring for a remote financial-services seat focused on warm leads and a structured coaching program. You will engage with people seeking information, guide them through protection options, and manage a simple enrollment flow while building a client list.

The role emphasizes being self-motivated, embracing feedback, and participating in ongoing mentorship. Flexible hours and remote tools support a long-term career path in a performance-driven environment.

Responsabilités

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

Description du poste

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.