Remote Client Intake Pro - Coaching & Growth Path

AO Garcia Agency; Owensboro (KY); Remote; USD 38,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Structured process

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work warm leads, talking with people who requested help with financial-protection options; you are trained, coached, and measured by activity and results.

The work involves taking conversations, explaining benefits simply, helping clients enroll when it fits, and maintaining a clean follow-up rhythm. You get remote work, a written process, coaching from experienced colleagues, and a path into leadership

Qualifications

• You should apply if you are competitive, coachable, and comfortable on camera.
• Interviews are conducted on Zoom.

Responsibilities

• Take requested conversations—no cold lists.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Competitive

Coachable

Comfortable on camera

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work warm leads, talking with people who requested help with financial-protection options; you are trained, coached, and measured by activity and results.

The work involves taking conversations, explaining benefits simply, helping clients enroll when it fits, and maintaining a clean follow-up rhythm. You get remote work, a written process, coaching from experienced colleagues, and a path into leadership