Virtual Policyholder Support Representative

Aogarciaagency; Helena (MT); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

This is a remote financial-services role built around warm leads and a training system to develop a long-term career. If you are competitive and willing to be coached, it can grow with you.

Daily work includes speaking with people who asked for information, mapping needs for protection options, running a simple enrollment flow, and building a client list. We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Excellent communication skills with the ability to explain options clearly.
• Willingness to be coached and to apply feedback to performance.
• Self-starter with the ability to work independently and meet targets.

Responsibilities

• Speak with people who asked for information and provide clear guidance.
• Map needs for available protection options and document outcomes.
• Run a simple enrollment flow and follow through to completion.
• Build and service a client list, maintaining CRM records.

Skills

Communication

Coaching mindset

Active listening

Tools

CRM software

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.