Remote Appointment Setter

AO Garcia Agency; Duluth (GA); Remote; USD 40,000 - 60,000; 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 role that emphasizes coaching and a long-term career path. You will speak with people who request information, map needs to available protection options, and guide a simple enrollment flow while building a reliable client list.

The position offers flexible hours, ongoing mentorship, and access to remote tools to support performance in a results-driven environment. This is a remote opportunity targeting families seeking protection options.

Qualifications

• Self-starters who like helping families and can handle a performance 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

Communication

Active listening

Enrollment flow

Client list management

Tools

Remote tools

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.