WFH Policy Guidance Representative
Core
Inbound customer support role explaining financial-protection benefit options and assisting clients with enrollment.
Role type
Customer support representative (financial services)
Builds
Enrollment for financial-protection products
Domain
Financial services / Insurance (via careerplan.io/jobs/0416c7a7-a9e0-413c-8bdb-c86112d5dce4-wfh-policy-guidance-representative-at-ao-garcia-agency)
Deliverable
client delivery
Required skills
clear communication, sales aptitude, comfort with video calls, process adherence
Preferred skills
leadership potential, competitiveness
Responsibilities
take inbound requests, explain benefit options, assist with enrollment, maintain follow-up rhythm