Work From Home - Client Care Manager

AO Garcia Agency; United States; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Pre-qualified leads

Remote tools

Flexible hours

Ongoing mentorship

Onboarding

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services associate to engage with warm leads and guide clients through information requests and enrollment steps.

If you are competitive and open to coaching, this role offers a long-term career path with onboarding and mentorship; a flexible schedule and remote tools support your success, while those unwilling to take feedback may find it challenging.

Qualifications

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

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

Skills

Self-starter

Tools

Remote tools

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.