Policyholder Support Specialist - Work From Home

AO Garcia Agency

Apex (NC)

Remote

USD 50,000 - 70,000

Full time

3 days ago
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Job summary

AO Garcia Agency is seeking a motivated candidate for a remote financial-services role focused on warm-lead conversations and structured days. You will ramp with coaching and no office required.

You’ll engage families protecting income, follow up promptly, and learn quickly with supportive leadership tracks for high performers.

Qualifications

  • On-time follow-up with leads.
  • Clean video presence for client calls.
  • Ability to learn new tools quickly.
  • Respect for clients in all interactions.

Skills

On-time follow-up
Clean video presence
Fast learning on tools
Respect for the client

Job description

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
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