Note: The job is a remote job and is open to candidates in USA. AO - Anebo (A-Team) Agency is hiring a Financial Services Associate for a remote role focused on serving prospective clients. The position involves speaking with warm leads, matching client needs to protection options, completing enrollments, and building and servicing a client list with training and mentorship provided.
Responsibilities
- Speak with people who asked for information
- Map needs to available protection options
- Run a simple enrollment flow
- Build and service a client list
Skills
- If you are competitive and willing to be coached
- Self-starters who like helping families and can handle a performance environment
Benefits
- Pre-qualified warm leads
- Step-by-step onboarding
- Remote tools
- Flexible hours
- Ongoing mentorship
Company Overview