Remote Policyholder Support & Guidance Specialist

AO Garcia Agency; Gallup (NM); A distancia; USD 42.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Mentorship programs

Flexible scheduling

Descripción de la vacante

AO Garcia Agency is seeking a client-facing remote professional to support families with financial guidance. You’ll enroll clients, provide clarity, and act as a trusted advisor while working with a growing team, tools, and mentors. The role emphasizes real-life scheduling, flexible commitments, and ongoing client service rather than one-off calls.

A collaborative, process-driven environment awaits. Join a supportive team that values mentorship and practical guidance, with opportunities to grow

Formación

• Clear and human communication is required.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just 'sales energy'.

Responsabilidades

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.
• Provide financial guidance for families through remote interactions.
• Participate in training and rely on leaders who stay involved.

Conocimientos

Clear communication

Independent work

Process adherence

Benefits conversations

Descripción del empleo

AO Garcia Agency is seeking a client-facing remote professional to support families with financial guidance. You’ll enroll clients, provide clarity, and act as a trusted advisor while working with a growing team, tools, and mentors. The role emphasizes real-life scheduling, flexible commitments, and ongoing client service rather than one-off calls.

A collaborative, process-driven environment awaits. Join a supportive team that values mentorship and practical guidance, with opportunities to grow