Client Intake Representative - Work From Home

AO Garcia Agency; Reno (NV); Remote; USD 48,000 - 80,000; Full time

Benefits offered by this job

Fully remote

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in the financial services sector. You will enroll and support clients who request guidance, working with a growing team, with tools and mentorship provided. The role emphasizes meaningful work that benefits families and flexible scheduling to fit real-life commitments.

The position offers remote collaboration, training from leaders who stay involved, and a portfolio of ongoing client relationships rather than one-off calls.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision is required.
• Willingness to follow a proven process.
• Interest in discussing benefits rather than just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, remote environment.
• Contribute to a process-driven sales/education cycle.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”