Protection Planning Specialist - Remote
ao garcia agencyMt Pleasant, SC
Protection Planning Specialist - Remote
Personal Financial AdvisorsInsurance Sales AgentsSecurities, Commodities, and Financial Services Sales Agents
All Other Insurance Related ActivitiesInsurance Agencies and BrokeragesDirect Life Insurance Carriers
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.
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Level
Junior L3
Location
Mt Pleasant, SC
Occupation
Personal Financial Advisors
Industry
All Other Insurance Related Activities
Posted
today