Remote Appointment Setter — Flexible Schedule & Growth

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

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.