Remote Client Concierge — Financial Protection Advisor

AO Garcia Agency; United States; Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from leaders

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You’ll work with warm leads, discuss financial-protection options, and be coached and measured on activity and results. A written process guides you to avoid inventing the job, and you’ll receive coaching from people who have done the work.

Ideal candidates are competitive, coachable, and comfortable on camera. Interviews are conducted on Zoom, and you’ll have a path into leadership.

Qualifications

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You’ll work with warm leads, discuss financial-protection options, and be coached and measured on activity and results. A written process guides you to avoid inventing the job, and you’ll receive coaching from people who have done the work.

Ideal candidates are competitive, coachable, and comfortable on camera. Interviews are conducted on Zoom, and you’ll have a path into leadership.