AO Garcia Agency
Remote Client Account Specialist
US · Baton Rouge · Baton Rouge, Louisiana, Baton Rouge, Louisiana · Remote · Full-time
UNKNOWN
Salary not stated
AI summary
About the company
AO Garcia Agency，从事金融服务相关业务，提供优质潜在客户与培训体系支持。
Role overview
该岗位为远程金融服务类职位，围绕优质潜在客户与培训体系开展工作，需与咨询客户沟通、匹配保障方案、完成注册流程并维护客户列表，提供预筛选线索、入职指导、远程工具及持续辅导，适合有竞争力、可接受指导的人员。
Responsibilities
- 与咨询客户沟通
- 将客户需求匹配保障方案
- 执行简单注册流程
- 建立并维护客户列表
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Excerpt
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…
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