Remote Client Care Specialist

AO Garcia Agency; Greensburg (Westmoreland County); 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 seeking a remote financial-services specialist who will engage warm leads and guide clients through a simple enrollment flow. The role emphasizes coaching, ongoing mentorship, and flexible hours to build a long-term career.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-based environment, with the ability to handle feedback and work without constant supervision.

Qualifications

• Strong communication and listening skills are required.
• Willingness to be coached in a performance-driven environment.
• Ability to work independently in a remote setting.

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

Coaching mindset

Remote work

Prospecting

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.