Job opportunity
Remote Financial Services Specialist
AO Garcia Agency
Use warm leads and a structured training system as a Remote Financial Services Specialist serving people seeking protection options.
This client account role suits competitive self-starters willing to accept coaching. You will speak with interested people, understand their needs, and connect them with available protection options. The work centers on conversations, enrollment, and ongoing client service.
Key Responsibilities:
Speak with people requesting financial information
Map client needs to available protection options
Run the simple enrollment flow
Build and service a client list
Requirements:
Competitive attitude and willingness to be coached
Self-starter who enjoys helping families
Ability to handle a performance environment
Willingness to take feedback
Ability to work independently without a manager present
Bring conversation skills, coachability, and client service focus to remote financial-services work with warm leads.
#J-18808-Ljbffr
Apply on source site This client account role suits competitive self-starters willing to accept coaching. You will speak with interested people, understand their needs, and connect them with available protection options. The work centers on conversations, enrollment, and ongoing client service.
Key Responsibilities:
Speak with people requesting financial information
Map client needs to available protection options
Run the simple enrollment flow
Build and service a client list
Requirements:
Competitive attitude and willingness to be coached
Self-starter who enjoys helping families
Ability to handle a performance environment
Willingness to take feedback
Ability to work independently without a manager present
Bring conversation skills, coachability, and client service focus to remote financial-services work with warm leads.
#J-18808-Ljbffr