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Remote Client Intake Specialist

AO Garcia Agency

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. #J-18808-Ljbffr

Vacancy posted 3 days ago
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