Client Advocacy Team Lead - Remote

AO Garcia Agency; Harrisonburg (VA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a self-motivated, coachable professional for a remote financial-services role built around warm leads and a structured training system.

The daily work involves speaking with information-seekers, mapping needs to available protection options, guiding enrollments, and building a serviceable client list, with remote tools and flexible hours. Ongoing mentorship is provided to support performance growth.

Qualifications

• Self-starter who enjoys helping families in a performance-driven environment.
• Willingness to be coached and adapt to feedback.

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

Communication skills

Tools

Remote tools

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.