Virtual Client Services Associate

AO Garcia Agency; Corpus Christi (TX); A distancia; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

AO Garcia Agency is seeking a remote finance-advisory representative to work with warm leads and a coached training program. This role offers flexible hours and a long-term career path for motivated self-starters who enjoy helping families.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a responsive client list. We provide pre-qualified warm leads, step-by-step onboarding, remote tools, ongoing mentorship, and

Formación

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

Responsabilidades

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

Conocimientos

Self-starter

Willing to be coached

Herramientas

Remote tools

Descripción del empleo

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.