WFH Policy Guidance Specialist

AO Garcia Agency; Lee's Summit (MO); À distance; USD 40 000 - 70 000; Plein temps

Avantages offerts par ce poste

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Résumé du poste

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

Daily tasks include speaking with information-seekers, mapping needs to protection options, and guiding enrollments. The role emphasizes self-starters who thrive in a performance-driven environment.

Qualifications

• Willingness to be coached and to work in a performance-driven environment.
• Strong communication and active listening skills.
• Comfort with remote work and using online tools.

Responsabilités

• Speak with people who requested information to provide guidance.
• Map client needs to available protection options.
• Run a simple enrollment flow for prospective clients.
• Build and service a client list to maintain outreach.

Description du poste

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.