Remote Policyholder Support & Growth Advocate

AO Garcia Agency; Cranston (RI); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services associate who thrives in a coached, performance-driven environment. You will speak with people who asked for information, map their protection needs, and guide them through a simple enrollment flow.

You will build and service a client list, use provided warm leads, and benefit from step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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

Self-starter

Job description

AO Garcia Agency is seeking a remote financial-services associate who thrives in a coached, performance-driven environment. You will speak with people who asked for information, map their protection needs, and guide them through a simple enrollment flow.

You will build and service a client list, use provided warm leads, and benefit from step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.