Remote Client Account Representative

AO Garcia Agency; New Haven (CT); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Written process for role

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside and training. You will work with warm leads who have already requested help on financial-protection options, and you will be coached and measured on activity and results.

Interviews are conducted on Zoom. The role emphasizes competitiveness, coachability, and comfort on camera, with a potential leadership path for top performers.

Qualifications

• Must be comfortable on camera and able to explain options clearly.
• Strong listening skills and coachability.

Responsibilities

• Take requested conversations with warm leads (no cold lists).
• Explain financial-protection benefit options simply.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm.

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.