Remote Financial Services Representative
Listing for:
AO Garcia Agency
Remote/Work from Home
position
Listed on 2026-11-06
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, Banking & Finance, Client Relationship Management, Bilingual -
Sales
Customer Success Management, Banking & Finance, Client Relationship Management, Bilingual
Job Description & How to Apply Below
Remote financial-services work for competitive self-starters who can speak with warm leads and accept coaching. Flexible hours support independent client conversations.
As a Policy Enrollment Representative, you will help people who requested information explore available protection options. The role includes a simple enrollment flow, client-list development, and ongoing client service. A step-by-step onboarding system, remote tools, and mentorship support your training.
Key Responsibilities:- Speak with people who requested information
- Map client needs to available protection options
- Run the simple enrollment flow
- Build and service a client list
- Competitive, self-starting approach to work
- Willingness to accept coaching and feedback
- Ability to help families through conversations
- Comfort working in a performance environment
- Ability to work without a manager present
Build a remote financial-services career through warm-lead conversations, protection options, enrollment, and client service.
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