Work From Home - Family Needs Assessment Specialist

AO Garcia Agency; Bend (OR); A distancia; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

AO Globe Life is offering a remote financial-services role built around warm leads and a structured training system. If you are competitive and willing to be coached, this can become a long-term career.

If you want a job with no conversations, it will not. Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list.

Formación

• Speak with warm leads and provide information.
• Identify client needs and present protection options.
• Assist clients through enrollment flow.
• Build and maintain client lists.

Responsabilidades

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

Conocimientos

Client communication

Lead management

Enrollment flows

Sales orientation

Herramientas

CRM

Descripción del empleo

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.