Client Onboarding Specialist - Remote
AOGarcia
Gary, IN
- Remote job
Remote Financial-Services Seat
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.
AOGarciaVacancy posted 1 day ago
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