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Remote - Client Follow-Up Specialist

AOGarcia

Pocatello, ID
  • 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.

AOGarcia
Vacancy posted 4 days ago
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