Client Needs Specialist - Work From Home

AO Garcia Agency; Greenwich (CT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a motivated remote sales professional in the financial-services space. You will speak with people who asked for information, map their needs to protection options, and guide them through a simple enrollment flow.

You will build and service a client list with pre-qualified warm leads, enjoy ongoing mentorship, flexible hours, and a structured onboarding process. This role suits self-starters who thrive on coaching and a performance-driven environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willingness to be coached and work in a remote setting.

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.

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.

Next step is a short Zoom overview.