Client Needs Advisor - Remote

Aogarciaagency; Kansas City, Town of Vermont (MO, WI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Defined process

Coaching from experienced colleagues

Leadership path for top performers

Job summary

Aogarciaagency is seeking motivated individuals for a remote career with upside. You will be working with warm leads and discussing financial-protection options. You will be trained, coached, and measured on activity and results.

In the role, you take requested conversations (no cold lists), explain options clearly, and assist clients with enrollment when it fits. A defined process, coaching from experienced colleagues, and a leadership path await high performers.

Qualifications

• Competitive, coachable, and comfortable on camera.
• Interviews conducted on Zoom.
• Remote work with a structured process.

Responsibilities

• Take requested conversations—no cold lists.
• Explain financial-protection options clearly.
• Help clients enroll when it is a fit.
• Maintain a disciplined follow-up rhythm.

Skills

Comfortable on camera

Competitive mindset

Coachable

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.