Remote Client Experience Manager

Summary

AO - Anebo (A-Team) Agency is hiring a Client Experience Manager for a remote financial-services role. The position involves speaking with warm leads, matching client needs to protection options, managing enrollment, and building and servicing a client list with ongoing 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
• Remote work