Insurance Client Services Associate - Remote

AO Garcia Agency; Stamford (CT); À distance; USD 42 000 - 65 000; Plein temps

Résumé du poste

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. This role emphasizes structured days, meaningful conversations, and a training-first approach.

You will work from home with no office required, following up promptly, maintaining a professional video presence, quickly learning the tools, and helping families protect income and future.

Qualifications

• On-time follow-up with prospects and clients
• Maintain a professional and clear video presence during interactions
• Quickly grasp new tools and processes for efficiency
• Demonstrate respect and integrity in all client interactions

Connaissances

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Description du poste

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