Remote Client Advocacy Specialist

AO Garcia Agency; Florida; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is offering a remote financial-services seat driven by warm leads and a structured training system. If you are competitive and coachable, it can grow into a long-term career.

Daily tasks include speaking with information-seeking individuals, mapping needs for protection options, guiding enrollment flows, and building a maintained client list. Provide upfront onboarding and leverage remote tools.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached.

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

Self-starter

Coachable

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.