Part-Time Remote Client Care Representative

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services representative who thrives on coaching and helping families. You will engage with people who requested information, guide them through protection options, and run the enrollment flow.

This role is built around warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. Ideal for self-starters who embrace feedback and perform well in a performance-driven environment.

Qualifications

• Strong communication and active listening skills.
• Ability to coach clients and adapt to feedback.
• Experience handling warm leads and enrollment processes.

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

Communication skills

Coaching & mentorship

Lead management

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.