Part-Time Work From Home Client Support Representative

AO Garcia Agency; BLOOMINGTON (MN); Remote; USD 38,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services representative to engage warm leads and guide clients through simple enrollment flows.

You will map needs, provide protection options, and build a service-focused client list, all supported by step-by-step onboarding and ongoing mentorship.

This is a performance-driven role; competitive individuals who welcome feedback and coaching can grow into a long-term career.

Qualifications

• Willingness to be coached and competitive attitude.
• Ability to work independently in a remote, performance-driven environment.

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

Willing to be coached

Self-starter

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.