Client Intake Representative - Work From Home

AO Garcia Agency; Greater Sudbury; Remote; CAD 42,000 - 72,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path for top performers

Job summary

AO Garcia Agency is recruiting for remote sales roles focused on helping clients with financial-protection options. The position involves speaking with people who requested help, following a proven process, and achieving measurable activity and results.

You will be trained, coached, and measured, with a clear path into leadership for top performers. Interviews are conducted on Zoom and the role offers remote work with upside for career growth.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.