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Part-Time Client Experience Specialist - Remote in Madison, Wisconsin at AO Garcia Agency

NewJob Function: Admin/Clerical/Secretarial
AO Garcia Agency
Madison, Wisconsin, 53703, United States
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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.

Job Location

Madison, Wisconsin, 53703, United States

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