Remote Client Intake Specialist

AO Garcia Agency; Brooklyn Park (MN); Remote; USD 30,000 - 64,000; Full time

Benefits offered by this job

Web-conference meetings from home

Full-time or part-time options

No cold calling

Written training plus live coaching

Advancement for people who lead their数

Job summary

AO Garcia Agency is seeking candidates to work from home, engaging with families and learning a simple system. The role focuses on warm leads, flexible hours, and ongoing coaching.

Expect Zoom interviews only, with written training and live coaching to build a strong book and career growth within the team.

Qualifications

• Meetings with families in plain language.
• Follow-up tasks including scheduling.
• Notes and scheduling documentation.

Responsibilities

• Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Zoom interviews only.