Work From Home - Client Relations Specialist

AO Garcia Agency; United States; Remote; USD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Zusammenfassung

AO Garcia Agency is seeking a remote financial-services specialist who thrives on coaching and conversations with interested clients. You will speak with people who asked for information, map needs to available protection options, and run a simple enrollment flow.

With pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship, the role is designed for self-starters who like helping families and can handle a performance environment.

Qualifikationen

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

Aufgaben

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Jobbeschreibung

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.

Next step is a short Zoom overview.