Client Retention Representative - Work From Home

AO Garcia Agency; Hoover (AL); Remote; USD 22,000 - 56,000; 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 associate to engage warm leads and guide families through enrollment. You’ll work from home with flexible hours and a structured onboarding and mentorship program.

Successful candidates are coachable, competitive, and motivated to build a long-term career in a performance-driven environment. The next step is a short Zoom overview to assess fit and discuss next steps.

Qualifications

• Remote financial-services role focused on educating and guiding clients.
• Must be competitive and coachable, with potential for long-term career.
• Next step is a short Zoom overview.

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.