Work From Home - Team Leader

AO Garcia Agency; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services specialist who thrives in a performance-driven environment. You will speak with interested individuals, map protection options, and guide enrollment flows while building a client list and delivering value.

Provided are pre-qualified warm leads, onboarding steps, remote tools, flexible hours, and ongoing mentorship to support your success.

Qualifications

• Must be self-starter and coachable with a willingness to learn.
• Ability to handle a performance-driven environment and targets.

Responsibilities

• Speak with people who requested information and guide them through options.
• Map needs to available protection options for clients.
• Run a simple enrollment flow and document progress.
• Build and service a client list for ongoing engagement.

Skills

Communication

Self-motivation

Empathy

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.

Next step is a short Zoom overview.