Remote Client Advisor — Financial Protection

AO Garcia Agency; Kailua (HI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced team

Clear job process

Job summary

AO Garcia Agency is hiring for a remote, performance-driven role. You will engage with clients who already requested information on financial-protection options, guided by a proven process.

Training, coaching, and measurable activity will shape your success, with a clear path into leadership for top performers. Interviews are conducted on Zoom, and you will operate in a fully remote environment designed to help you grow.

Qualifications

• Strong communication skills and coachable attitude.
• Comfortable presenting on-camera and following a written process.
• Proactive in following up with warm leads.

Responsibilities

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

Skills

Communication

Coaching

On-camera presence

Lead follow-up

Tools

Zoom

Job description

AO Garcia Agency is hiring for a remote, performance-driven role. You will engage with clients who already requested information on financial-protection options, guided by a proven process.

Training, coaching, and measurable activity will shape your success, with a clear path into leadership for top performers. Interviews are conducted on Zoom, and you will operate in a fully remote environment designed to help you grow.