Work From Home - Part-Time Client Services Representative

AO Garcia Agency; Lafayette (LA); A distancia; USD 42.000 - 65.000; 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 Garcia Agency is seeking a remote financial-services role built around warm leads and a structured training system. You should be competitive and coachable, with a willingness to participate in ongoing mentorship to grow into a long-term career.

This position emphasizes conversations with clients, guiding enrollment flows, and building a client list while leveraging provided tools and onboarding resources.

Formación

• Willing to be coached and work in a performance-driven environment.
• Comfortable working remotely with reliable internet.
• Able to handle warm leads and guide enrollment flows.

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

Excellent communication

Coaching feedback

Self-motivated

Relationship building

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.