Work From Home - Client Services Coordinator

AOGarcia

Boise, Idaho

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Role details

Classification: Call Centre / CustomerService
Category: —
Work type: Not Specified
Employment: Permanent
Country: United States
Location: Boise Idaho 83701

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Job description

Remote Financial-Services Seat

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.

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