Remote Client Engagement Specialist

AO Garcia Agency; Sterling Heights (MI); Remote; USD 45,000 - 75,000; 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 offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career with growth opportunities.

Daily tasks include speaking with info-seekers, mapping needs to protection options, running an enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Good fit: Self-starters who like helping families and can handle a performance environment.

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

Job description

AO Garcia Agency offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career with growth opportunities.

Daily tasks include speaking with info-seekers, mapping needs to protection options, running an enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.