Remote Client Experience Lead - Flexible Hours & Mentorship

AO Garcia Agency; Leavenworth (KS); 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 a remote financial-services role built around warm leads and a training system. This position emphasizes conversation, coaching, and ongoing mentorship to grow into a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Remote tools and flexible onboarding support the role.

Qualifications

• Must be coachable and open to feedback.
• Remote role with warm leads and coaching-based training.
• Ability to build and service a client list.

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

Communication

Tools

Remote tools

Job description

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a training system. This position emphasizes conversation, coaching, and ongoing mentorship to grow into a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Remote tools and flexible onboarding support the role.