AO Garcia Agency
Remote Benefits Concierge Specialist
US · Montgomery · Montgomery, Alabama, Montgomery, Alabama · Remote · Freelance
Salary not stated
AI summary
About the company
AO Garcia Agency，从事金融服务相关业务，为客户提供福利咨询服务，依托精准潜在客户开展业务。
Role overview
该远程岗位为金融服务类，围绕精准潜在客户开展工作，需与咨询者沟通、匹配保障方案、完成参保流程并维护客户名单，提供预筛选客户、入职指导、远程工具及灵活工时，可长期发展，需接受辅导与绩效要求。
Responsibilities
- 与咨询信息的客户沟通
- 匹配客户需求与保障方案
- 执行简单的参保流程
- 建立并维护客户名单
Requirements
- 具备竞争意识，愿意接受辅导
- 自我驱动，乐于帮助家庭
- 可适应绩效导向的工作环境
Nice to have
- 有客户服务或金融相关经验
- 熟悉福利保障产品
Pay & benefits
- 提供预筛选的精准潜在客户
- 提供逐步入职指导
- 配备远程工作工具
- 灵活工作时间
- 持续导师辅导
Hiring process & how to apply
- 申请后预约简短Zoom面试
- 完成Zoom overview环节
Notes for China-based candidates
- 远程工作，无地域限制
- 需接受绩效要求与辅导
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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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