Remote Appointment Setter

AO Garcia Agency; Springfield (OH); Remote; USD 45,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who seek guidance, paired with a growing team, with access to tools and mentorship.

You will build relationships, follow a proven process, and participate in benefits conversations, not just sales energy, with a schedule that can flex around real life.

Qualifications

• 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".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.
• Contribute to client discussions with a helpful, human approach.
• Support families through benefits conversations, not only sales pitches.

Skills

Client-facing

Remote work

Communication

Discipline

Process adherence

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"