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Remote Client Needs Analyst

AO Garcia Agency

Remote Client Needs Analysts explain financial-protection options to warm leads, using clear communication and consistent follow-up from home.

This client-facing position handles conversations requested by people seeking help with financial-protection options. You will receive training, coaching, and activity-based measurement while explaining benefit options simply. The work includes helping clients enroll when the fit is appropriate.

Key Responsibilities:

  • Take conversations requested by prospective clients
  • Explain financial-protection benefit options clearly
  • Help clients enroll when appropriate
  • Maintain a clean follow-up rhythm

Requirements:

  • Comfort working remotely
  • Competitive and coachable approach
  • Comfort communicating with clients
  • Comfort appearing on camera
  • Ability to work without constant supervision

Apply your client communication, benefit explanation, and follow-up skills as a remote Client Needs Analyst.

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Vacancy posted 8 hours ago
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