Work From Home - Client Benefits Specialist

Aogarciaagency; Vancouver (WA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding and training

Remote work tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is hiring a remote financial-services professional. This role centers on conversing with people who requested information, mapping protection options, and guiding them through a simple enrollment flow. You will build and service a client list while working with pre-qualified warm leads.

The position offers onboarding support, remote tools, and flexible hours, with ongoing mentorship to help you grow within a performance-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and accept feedback.

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.