Part-Time Client Care Specialist - Remote

AO Garcia Agency

United States

Remote

USD 35,000 - 60,000

Full time

12 days ago
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Benefits offered by this job

Pre-qualified leads
Step-by-step onboarding
Remote tools
Flexible hours
Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote role in financial services built around warm leads and a structured training system. The position offers long‑term career potential for those who are competitive and coachable. If you prefer a job with no conversations, this is not for you.

Daily activities include speaking with information seekers, mapping protected option needs, running enrollment flows, and building a client list. Benefits include mentorship, onboarding, remote tools, and flexible hours.

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.


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