Remote Client Advocate

AO Garcia Agency; Sacramento (CA); Remote; USD 42,000 - 70,000; 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 seeking a remote financial services specialist to work with warm leads and a structured training system. This role rewards competitiveness and coachability with a long-term career path.

The position offers flexible hours and ongoing mentorship to support your growth. Daily work includes speaking with information-seeking prospects, mapping needs to available protection options, guiding enrollment flows, and building a managed client list for steady results.

Qualifications

• Strong communication skills for information-seeking conversations.
• Self-motivated and coachable with a competitive mindset.
• Ability to work independently in a remote setup.

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

Coaching mindset

Self-motivated

Tools

Remote tools

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.

Next step is a short Zoom overview.