Remote Client Advocate – Financial Protection

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

AO Garcia Agency is seeking driven individuals for a remote role with upside. You will work warm leads, speaking with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

This position offers remote work, a written playbook so you are not inventing the job, coaching from experienced teammates, and a potential path into leadership. Interviews are on Zoom.

Qualifications

• Must be competitive and coachable.
• Must be comfortable on camera and able to communicate options clearly.
• Able to work independently with remote supervision.

Responsibilities

• Take requested conversations with warm leads.
• Explain financial-protection benefit options simply.
• Help clients enroll when it fits.
• Maintain a clean follow-up rhythm.

Skills

Communication

Coachable

Comfortable on camera

Job description

AO Garcia Agency is seeking driven individuals for a remote role with upside. You will work warm leads, speaking with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

This position offers remote work, a written playbook so you are not inventing the job, coaching from experienced teammates, and a potential path into leadership. Interviews are on Zoom.