Client Success Supervisor - Remote

Aogarciaagency; Casper (WY); Remote; USD 38,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is hiring for a remote financial-services seat focused on guiding families through information requests and enrollment steps. You will map protection options, run enrollment flows, and nurture a client list from warm leads.

Ideal candidates are self-starters who enjoy helping families, are coachable, and comfortable with a performance-driven environment. Training and mentorship are provided, with flexible hours and remote work setup.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and open to feedback.
• Comfortable working remotely with a training system.

Responsibilities

• Speak with people who requested information.
• Map needs and available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-starter mindset

Willing to be coached

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.