Home-Based Client Services Representative

AO Garcia Agency; Rochester Hills (MI); Remote; USD 40,000 - 66,000; 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 seeking a remote financial-services associate to engage with inquiries from warm leads and guide clients through enrollment steps. The role emphasizes coaching, building client lists, and ongoing mentorship in a performance-driven environment.

Successful candidates will be self-starters who enjoy helping families and are comfortable with feedback, training, and a flexible schedule. This position is remote with coaching and growth opportunities.

Qualifications

• Self-starter with a proactive mindset.
• Willingness to be coached and take feedback.

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

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.

Next step is a short Zoom overview.