Remote Client Account Representative

Summary

AO - Anebo (A-Team) Agency is seeking a Client Account Representative for a remote financial-services role. The representative will speak with warm leads, identify their needs, present protection options, complete enrollments, and build and service a client list with support from training, tools, and mentorship.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

• If you are competitive and willing to be coached
• Self-starters who like helping families and can handle a performance environment

Qualifications

Must Haves

• If you are competitive and willing to be coached
• Self-starters who like helping families and can handle a performance environment

Benefits

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship