Virtual Appointment Coordinator

AO Garcia Agency; Hastings (NE); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career with mentorship and flexible hours.

Daily, you will speak with people who asked for information, map needs, run enrollment flows, and build and service a client list. Pre-qualified leads and onboarding support are provided to help you succeed.

Qualifications

• Must be competitive and willing to be coached.
• Remote work requires self-discipline.
• Ability to perform in a performance-driven 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

Communication skills

Self-motivation

Coachable

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.