Remote Client Engagement Specialist

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; 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 sales professional who will engage with warm leads, assess needs, and guide clients through enrollment steps. The role emphasizes coaching and performance culture, with a path toward long-term career growth.

Ideal candidates are self-starters who enjoy helping families and can thrive without constant supervision, with flexible hours and ongoing mentorship provided.

Qualifications

• Self-starter who likes helping families and can handle a performance environment.
• Willingness to be coached and accept feedback in a growth setting.
• Comfort with a remote, coaching-led work culture.

Responsibilities

• Speak with people who asked for information.
• Map needs and available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-motivation

Coachable

Customer focus

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.