Remote Client Intake Pro — Coaching & Growth Path

AO Garcia Agency; Norwalk (CT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching program

Path to leadership

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. This role handles warm leads and involves talking with clients who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results. Interviews are conducted on Zoom.

You should be competitive, coachable, and comfortable on camera, with a path into leadership if you perform well.

Qualifications

• Must be coachable and comfortable on camera.
• Able to explain benefits clearly to clients.
• Thrives in a remote, structured work environment.

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.

Skills

Communication

Phone prospecting

Remote work

Client coaching

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. This role handles warm leads and involves talking with clients who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results. Interviews are conducted on Zoom.

You should be competitive, coachable, and comfortable on camera, with a path into leadership if you perform well.