Remote Appointment Setter

AO Garcia Agency; Nampa (ID); Remote; USD 52,000 - 72,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance.

The deal emphasizes a home office, impactful work for families, engaged leadership, and a flexible schedule built around real life. Join a portfolio that you continue serving, with ongoing training and leaders who stay involved.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without direct supervision.
• Willingness to follow a proven sales/benefits process.
• Interest in discussing benefits, not just general sales energy.

Responsibilities

• Enroll and support clients who ask for guidance in a client-facing capacity.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”