Job opportunity
Remote Client Needs Analyst
AO Garcia Agency
Remote Client Needs Analysts explain financial-protection options to warm leads, using clear communication and consistent follow-up from home.
This client-facing position handles conversations requested by people seeking help with financial-protection options. You will receive training, coaching, and activity-based measurement while explaining benefit options simply. The work includes helping clients enroll when the fit is appropriate.
Key Responsibilities:
Take conversations requested by prospective clients
Explain financial-protection benefit options clearly
Help clients enroll when appropriate
Maintain a clean follow-up rhythm
Requirements:
Comfort working remotely
Competitive and coachable approach
Comfort communicating with clients
Comfort appearing on camera
Ability to work without constant supervision
Apply your client communication, benefit explanation, and follow-up skills as a remote Client Needs Analyst.
#J-18808-Ljbffr
Apply on source site This client-facing position handles conversations requested by people seeking help with financial-protection options. You will receive training, coaching, and activity-based measurement while explaining benefit options simply. The work includes helping clients enroll when the fit is appropriate.
Key Responsibilities:
Take conversations requested by prospective clients
Explain financial-protection benefit options clearly
Help clients enroll when appropriate
Maintain a clean follow-up rhythm
Requirements:
Comfort working remotely
Competitive and coachable approach
Comfort communicating with clients
Comfort appearing on camera
Ability to work without constant supervision
Apply your client communication, benefit explanation, and follow-up skills as a remote Client Needs Analyst.
#J-18808-Ljbffr