Fully Remote Client Retention Associate

AO Garcia Agency; United States; Remote; USD 40,000 - 72,000; Full time

Benefits offered by this job

Remote work

Written process to follow

Coaching from experienced staff

Leadership path potential

Job summary

AO Garcia Agency is hiring for a remote sales role focused on helping clients understand financial-protection options. You will work with warm leads, explaining benefits and guiding enrollment when suitable. The position emphasizes coaching, a proven process, and regular follow-up with prospects.

Ideal candidates are competitive, coachable, and comfortable on camera; interviews are conducted via Zoom. A chance to advance to leadership is mentioned as a potential path.

Qualifications

• Experience communicating with clients in remote settings.
• Familiarity with Zoom or video conferencing tools.
• Ability to follow a written sales process precisely.

Responsibilities

• Take requested conversations from warm leads, not cold lists.
• Explain benefit options simply and clearly.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with prospects.

Skills

Effective communication

Comfortable on camera

Time management

Coachable

Tools

Zoom

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into Leadership?

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.