Client Needs Specialist - Work From Home
AO Garcia Agency
Salary
~$70,000 - $106,912 (est.)
AO Garcia Agency is hiring a Client Needs Specialist - Work From Home, fully remote. This role is tied to Canada; check the apply page for its specific location or time-zone requirements.
Key skills
About this role at 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. Apply to book it.
Description provided by the employer’s job posting.
Apply directly through the employer
This listing links straight to AO Garcia Agency’s own application page.
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