A
Posted 2 days ago
Remote Financial Services Representative
HendersonRemote
AI Summary
Handles warm leads in financial services, mapping client needs to protection options and running enrollment flows while building and servicing a client list.
About this role
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. Apply to book it.
Skills
Client List ManagementEnrollment FlowFinancial ServicesLead QualificationProtection OptionsRemote ToolsSalesWarm Leads
Explore related jobs
More jobs at AO Garcia Agency
- AWork From Home - Part-Time Enrollment SpecialistRegina, Saskatchewan
- ABenefits Education Representative - RemoteAbbotsford, British Columbia
- ARemote Insurance Benefits RepresentativeKelowna, British Columbia
- AAt-Home Client Enrollment SpecialistBarrie, Ontario
- ANew Member Onboarding Specialist - RemoteSaskatoon, Saskatchewan
- ARemote Client Account RepresentativeOshawa, Ontario
Similar Financial Services jobs
Jobs in Henderson
- AWork From Home - Benefits Services RepresentativeAO Garcia Agency · Henderson, Nevada
- DAssistant Manager (07409) - 2283 N Green Valley ParkwayDomino's · Henderson, NV
- P
Operations Lead - US Philippines LiaisonPreferred Mortgage Services · Henderson, Nevada - PQuantitative Software EngineerPreferred Mortgage Services · Henderson, Nevada
- PSenior .Net DeveloperPreferred Mortgage Services · Henderson, Nevada
- PSQL/ETL Developer - ONSITE - LOCAL ONLYPreferred Mortgage Services · Henderson, Nevada
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.