Client Relationship Specialist - Remote

AO Garcia Agency; Hastings (NE); Remote; USD 45,000 - 70,000; 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 remote financial-services specialist to engage with warm leads and guide them through a simple enrollment flow. You will build a client list, map protection needs, and participate in a step-by-step onboarding process. This role emphasizes coaching and ongoing development within a performance-focused environment.

Next steps include a brief Zoom overview to get started. You’ll thrive if you are self-motivated, enjoy helping families, and welcome feedback to improve

Qualifications

• Self-starter with a willingness to be coached and perform in a high-performance environment.
• Comfort with talking to people to map needs and present options.
• Ability to follow onboarding steps and build a client list.

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.