Remote Appointment Setter

AO Garcia Agency; Utqiaġvik (AK); Remote; USD 55,000 - 90,000; Full time

Job summary

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

The position offers training, involved leadership, and a schedule that can be built around real life while delivering meaningful work that helps families plan for the future.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who seek guidance in financial services.
• Maintain clear, empathetic communication with families and clients.

Skills

Clear communication

Self-motivation

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"