Client Services Team Leader - Work From Home

AO Garcia Agency; Whitefish (MT); Remote; USD 40,000 - 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 hiring for a remote financial-services role built around warm leads and a structured training system. You’ll talk with families, map protection options, and guide enrollments in a mentorship-ready environment.

We seek self-starters who enjoy helping families and can thrive in a performance-driven setting. If you crave feedback and growth, this is a long-term career opportunity designed to coach and promote from within.

Qualifications

• Remote financial-services role requiring coachable attitude.
• Must enjoy helping families and working with leads.
• Willing to be mentored and coached for growth.

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.

Skills

Self-starter

Coachable

People skills

Goal oriented

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.