AO Garcia Agency
Home-Based Benefits Representative
US · Bethlehem · Bethlehem, Pennsylvania, Bethlehem, Pennsylvania · Remote · Freelance
Salary not stated
AI summary
About the company
AO Garcia Agency，从事金融服务相关业务，为员工提供完善的培训与支持体系。
Role overview
该远程岗位为金融服务类，依托精准潜在客户与培训体系开展工作，主要对接主动咨询的客户，匹配保障方案、完成参保流程并维护客户名单，提供预筛选线索、入职指导与远程工具，工作时间灵活，需接受辅导与绩效要求。
Responsibilities
- 对接主动咨询的客户，沟通需求
- 将客户需求匹配至合适的保障方案
- 执行简单的参保流程
- 建立并维护客户名单
Requirements
- 具备竞争力，愿意接受辅导
- 自我驱动，乐于帮助家庭
- 能适应绩效导向的工作环境
Pay & benefits
- 提供预筛选的精准潜在客户
- 提供逐步指导的入职流程
- 配备远程工作工具
- 灵活的工作时间
- 持续的导师指导
Hiring process & how to apply
- 申请后预约Zoom简短概述会议
Notes for China-based candidates
- 远程工作，时区需适配美国东部时间
- 结算币种为美元
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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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