Client Success Associate - Work From Home

AO Garcia Agency; Waukegan (IL); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is hiring for a remote financial-services seat designed around pre-qualified warm leads and a structured training program. The role rewards competitive individuals who welcome coaching and long-term growth in a performance-driven environment.

You will speak with interested people, map their needs to protection options, guide enrollment flows, and build a reliable client list while enjoying ongoing mentorship and flexible hours.

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.