Insurance Service Representative - Work From Home

AO Garcia Agency; Clarksburg (MA); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Warm leads

Onboarding provided

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial services professional to engage warm leads and guide clients through information requests. You will be coached and mentored, helping families choose protection options and complete enrollment flows.

Join a performance-driven environment with step-by-step onboarding, pre-qualified leads, and flexible hours to fit your schedule.

Qualifications

• Clear spoken and written communication with clients.
• Ability to adapt and learn from coaching feedback.
• Comfort with performance-based environments.

Responsibilities

• Talk with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.
• Maintain relationships with warm leads.

Skills

Communication skills

Self-starter

Coachable

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.