Job opportunity
Remote Financial Services Representative
AO Garcia Agency
Remote financial-services work for competitive self-starters who can speak with warm leads and accept coaching. Flexible hours support independent client conversations.
As a Policy Enrollment Representative, you will help people who requested information explore available protection options. The role includes a simple enrollment flow, client-list development, and ongoing client service. A step-by-step onboarding system, remote tools, and mentorship support your training.
Key Responsibilities:
Speak with people who requested information
Map client needs to available protection options
Run the simple enrollment flow
Build and service a client list
Requirements:
Competitive, self-starting approach to work
Willingness to accept coaching and feedback
Ability to help families through conversations
Comfort working in a performance environment
Ability to work without a manager present
Build a remote financial-services career through warm-lead conversations, protection options, enrollment, and client service.
#J-18808-Ljbffr
Apply on source site As a Policy Enrollment Representative, you will help people who requested information explore available protection options. The role includes a simple enrollment flow, client-list development, and ongoing client service. A step-by-step onboarding system, remote tools, and mentorship support your training.
Key Responsibilities:
Speak with people who requested information
Map client needs to available protection options
Run the simple enrollment flow
Build and service a client list
Requirements:
Competitive, self-starting approach to work
Willingness to accept coaching and feedback
Ability to help families through conversations
Comfort working in a performance environment
Ability to work without a manager present
Build a remote financial-services career through warm-lead conversations, protection options, enrollment, and client service.
#J-18808-Ljbffr