Remote Client Advocacy Team Lead - Flexible Hours

AO Garcia Agency; Harrisonburg (VA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a self-motivated, coachable professional for a remote financial-services role built around warm leads and a structured training system.

The daily work involves speaking with information-seekers, mapping needs to available protection options, guiding enrollments, and building a serviceable client list, with remote tools and flexible hours. Ongoing mentorship is provided to support performance growth.

Qualifications

• Self-starter who enjoys helping families in a performance-driven environment.
• Willingness to be coached and adapt to feedback.

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 skills

Tools

Remote tools

Job description

AO Garcia Agency is seeking a self-motivated, coachable professional for a remote financial-services role built around warm leads and a structured training system.

The daily work involves speaking with information-seekers, mapping needs to available protection options, guiding enrollments, and building a serviceable client list, with remote tools and flexible hours. Ongoing mentorship is provided to support performance growth.