Remote Client Intake Specialist

AO Garcia Agency; Casper (WY); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Leadership path

Job summary

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

In this role you take requested conversations, explain options simply, help clients enroll when it fits, and keep a clean follow-up rhythm. You get remote work, a written process, coaching from experienced staff, and a path into

Qualifications

• Experience talking to clients about financial protection options.
• Comfortable on camera and able to handle coaching feedback.

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

Remote sales

Coaching mindset

On-camera comfortable

Tools

Zoom

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

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

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.