Insurance Client Services Associate - Remote

AO Garcia Agency; Newport (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and provide coaching while you ramp. This role emphasizes structured days, clear follow-up, and a client-first approach.

You will work from home with no office required, joining a supportive team that values learning and performance. High-performers have a leadership track and opportunities to grow.

Qualifications

• Prompt follow-up on qualified leads.
• Professional video presence for client meetings.
• Quickly learning and using sales/tools software.

Skills

Follow-up discipline

Video presence

Tool learning

Client respect

Tools

CRM tools

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client