Work From Home - Client Benefits Planner

Aogarciaagency; Utqiaġvik (AK); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency in a remote financial-services seat seeks a motivated representative to engage warm leads and guide families through enrollment. Speak with people who asked for information and map needs to available protection options.

You'll run a simple enrollment flow, build and service a client list, and benefit from pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship in a performance-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and work remotely.

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

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.