Work From Home - Warm Lead Benefits Representative

AO Garcia Agency

Stamford (CT)

Remote

USD 42,000 - 72,000

Full time

3 days ago
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Benefits offered by this job

Pre-qualified warm leads
Step-by-step onboarding
Remote tools
Flexible hours
Ongoing mentorship

Job summary

AO Garcia Agency in the United States offers a remote financial-services seat built around warm leads and a comprehensive 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.

Next step is a short Zoom overview.

Qualifications

  • Remote financial-services role requiring good communication.
  • Must be coachable and able to handle feedback.
  • Ability to work with warm leads and follow a training system.

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.

Skills

Communication skills
Self-starter
Coachable

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.

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