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AOGarcia

Remote Client Intake Specialist

greenville, SC

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About this opportunity

AOGarcia lists this Remote Client Intake Specialist opportunity in greenville, South Carolina. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Remote Financial-Services SeatThis 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 informationMap needs to available protection optionsRun a simple enrollment flowBuild and service a client listProvided:Pre-qualified warm leadsStep-by-step onboardingRemote toolsFlexible hoursOngoing mentorshipGood 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.

Worksite address

greenville, SC, 29601, US

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