Remote Client Intake Specialist

AO Garcia Agency; Columbia (SC); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Leadership path for top performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who have requested help on financial-protection options. Training, coaching, and performance measurement are in place to support your success.

You should be competitive and coachable, comfortable on camera, and self-directed. Interviews are conducted on Zoom, and no constant supervision is required for top performers.

Qualifications

• Excellent communication skills and comfort talking to clients.
• Ability to explain financial-protection options clearly.
• Self-motivated with a coachable mindset.

Responsibilities

• Take requested conversations from warm leads, not cold lists.
• Explain benefit options in simple terms.
• Assist clients in enrolling when it is a good fit.
• Maintain a clean, consistent follow-up rhythm.

Skills

Communication

Sales

Coaching

On-camera

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.