Remote Client Experience Manager

AO Garcia Agency; Henderson (NV); 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 professional to engage warm leads and guide families through simple enrollment flows. The role emphasizes meeting information requests and mapping protection options, with ongoing mentorship and a flexible schedule.

Successful candidates are competitive, coachable, and enjoy a performance-driven environment that supports a long-term career path. A Zoom overview is the next step in the process.

Qualifications

• Competitive and coachable mindset essential.
• Willing to be coached for long-term career growth.
• Interest in helping families within 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

Skills

Self-starter

Customer service

Performance mindset

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.

Next step is a short Zoom overview.