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AO Garcia Agency

Client Support Specialist - Work From Home

Posted 2 hours ago
0-2 years experience
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AI Summary

The specialist will communicate with warm leads to map their needs to available financial protection options. They are also responsible for managing the enrollment process and maintaining a client list.

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. Apply to book it.

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