Remote Appointment Specialist | Flexible Hours & Mentorship

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

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.