Client Service Advisor - Remote

AO Garcia Agency; Appleton (WI); Remote; USD 42,000 - 66,000; Full time

Job summary

AO Garcia Agency is seeking a self-motivated individual for a home-based client role. You will run video meetings, work warm leads, and build a client book with guidance and coaching provided.

This position offers a flexible schedule and no daily commute, with web-based presentations as a core component. The role emphasizes taking initiative, following through on tasks the same day, and growing income through skill development and performance.

Qualifications

• Clear speech and professional presence required.
• Ability to follow a script and then make it your own.

Responsibilities

• Run video meetings with leads and clients.
• Work warm leads to build a client book.
• Follow through on tasks the same day and maintain momentum.

Skills

Clear speech

Follow script adaptation

Professional presence

Job description

Home-based client role for people who want a flexible schedule and a scoreboard.

You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.

Why people stay

1. 1. Control of the calendar. Full-time or part-time structure.
2. 2. No commute. Presentations are web-based.
3. 3. No cold calling. Conversations start with interest.
4. 4. Promotion from production, not politics.

Must-haves

• Clear speech and professional presence
• Ability to follow a script and then make it your own
• Follow-through the same day, not “I will get to it”
• Hunger to grow income with skill, not luck