Remote Client Care Specialist – Financial Services

AO Garcia Agency; Madison (WI); 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 candidates for a remote financial-services role conducted with warm leads and a structured training program. The position emphasizes coaching and a growth mindset, rewarding self-starters who can thrive in a performance-driven environment.

Daily activities include speaking with information seekers, mapping needs to protection options, guiding enrollments, and building a client list. Provided: onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Demonstrated ability to speak with information-seeking individuals.
• Willingness to receive feedback and coaching to improve performance.
• 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

People skills

Coaching mindset

Self-starter

Job description

AO Garcia Agency is seeking candidates for a remote financial-services role conducted with warm leads and a structured training program. The position emphasizes coaching and a growth mindset, rewarding self-starters who can thrive in a performance-driven environment.

Daily activities include speaking with information seekers, mapping needs to protection options, guiding enrollments, and building a client list. Provided: onboarding, remote tools, flexible hours, and ongoing mentorship.