Speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list.
Speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list.
Speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list.
A remote financial-services seat built around warm leads and a training system, focused on speaking with pre-qualified leads, mapping needs to protection options, and running an enrollment flow.
Policy Services Specialist role focused on speaking with pre-qualified warm leads, mapping needs to protection options, and running an enrollment flow.
Support associate role focused on speaking with warm leads, mapping needs to protection options, running enrollment flows, and servicing a client list within the financial services sector.
A remote financial-services seat built around warm leads and a training system, involving speaking with people who asked for information, mapping needs to available protection options, and running a simple enrollment flow.
Speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list.
Benefits Intake SpecialistNewAO Garcia Agency · Remote, US