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WFH Concierge - Client Facing
Remote / Online - Candidates ideally in
Winston-Salem, Forsyth County, North Carolina, 27101, USA
Listed on 2026-11-07
Winston-Salem, Forsyth County, North Carolina, 27101, USA
Listing for:
AO Garcia Agency
Full Time, Remote/Work from Home
position Listed on 2026-11-07
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Client Relationship Management, Customer Service Rep, Customer Success Management
Job Description & How to Apply Below
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
- Pre-qualified warm leads
- Step-by-step onboarding
- Remote tools
- Flexible hours
- Ongoing mentorship
Self-starters who like helping families and can handle a performance environment.
Bad fitAnyone who will not take feedback or needs a manager in the room.
We would love to welcome a new WFH Benefits Concierge
- Client Facing to our organisation in Concord, NC, United States.
The following position is for a WFH Benefits Concierge
- Client Facing with AO Garcia Agency.
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