Remote Policyholder Support Specialist

AO Garcia Agency; Georgetown (DE); Remoto; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Home office setup

Training and mentorship

Flexible schedule

Web presentations

Descrizione del lavoro

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and receiving mentorship and the tools you need to succeed.

We offer a home office setup, web presentations, training from involved leaders, and a schedule you can adapt to real life. This role focuses on meaningful work for families and long-term client relationships.

Competenze

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond “sales energy”.

Mansioni

• Enroll and support clients who request guidance.
• Work with a growing team, receive mentorship and tools.
• Deliver client-focused financial guidance remotely.

Conoscenze

Clear communication

Self-discipline

Process openness

Benefits conversations

Descrizione del lavoro

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and receiving mentorship and the tools you need to succeed.

We offer a home office setup, web presentations, training from involved leaders, and a schedule you can adapt to real life. This role focuses on meaningful work for families and long-term client relationships.