Remote Client Engagement Specialist

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process to follow

Coaching from experienced staff

Path into Leadership

Job summary

AO Garcia Agency is seeking motivated individuals for a fully remote role, talking with people who already requested information about financial‑protection options. You will be trained, coached, and measured on activity and results, with interviews conducted on Zoom.

This position works with warm leads, follows a written process, and includes coaching from people who have done the work, with a potential path into leadership.

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 fully remote role, talking with people who already requested information about financial‑protection options. You will be trained, coached, and measured on activity and results, with interviews conducted on Zoom.

This position works with warm leads, follows a written process, and includes coaching from people who have done the work, with a potential path into leadership.