Client Needs Specialist - Work From Home

AO Garcia Agency; Tulsa (OK); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

AO Garcia Agency offers a remote career opportunity where you engage with warm leads who have already shown interest in financial-protection options. You will be trained, coached, and measured on activity and results as you explain options and help clients enroll where appropriate.

Interviews are conducted on Zoom, and the role provides coaching from experienced colleagues with a clear path into leadership for high performers.

Qualifications

• Motivated individuals seeking a remote career with upside.
• Talk with people who already requested help on financial-protection options.
• Trained, coached, and measured on activity and results.

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.

Skills

Communication skills

Coachable

Comfortable on camera

Tools

Zoom

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.