Remote Client Account Specialist with Coaching & Growth

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

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.