Work From Home - Family Advocate

AO Garcia Agency; Saint Charles (MO); Remoto; USD 42.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descrizione del lavoro

AO Garcia Agency in the United States is seeking a remote financial-services associate who thrives on coaching and helping families. You’ll work with warm leads, be mentored, and build a long-term career in a performance-driven environment.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, guiding enrollment flows, and building a client list. The role offers flexible hours, remote tools, and ongoing mentorship.

Competenze

• Must be comfortable communicating with prospects via phone/video.
• Able to learn enrollment flows and protect clients’ options.
• Self-starter who thrives in a performance-driven environment.

Mansioni

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

Conoscenze

Communication

Coaching receptiveness

Remote work readiness

Lead management

Strumenti

CRM software

Descrizione del lavoro

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.