aogarciaagency
Remote Family Services Coordinator
- Lehi, Utah · Remote
- Full-time
- Posted
Job description
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.