Remote Appointment Setter

AO Garcia Agency; Town of Vienna (WI); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services representative to join a coaching-driven environment built around warm leads and a structured training system. The role offers a long-term career track and mentorship.

You will speak with people who asked for information, map needs to available protection options, run a simple enrollment flow, and build and service a client list. Flexible hours and remote tools support growth and success.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Must be coachable and willing to participate in ongoing feedback.
• Strong communication and client-service mindset required.

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

Coaching

Self-motivation

Remote work

Tools

CRM software

Enrollment 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.