Work From Home - Client Services Representative

AO Garcia Agency; Noblesville (IN); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

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

Daily work includes speaking with information-seekers, mapping needs to protection options, and running a simple enrollment flow, while building and servicing a client list. Flexible hours and ongoing mentorship are provided to help you succeed.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to accept feedback and coaching.
• Remote-friendly and comfortable with a structured sales process.

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.