Remote Client Intake Specialist

Aogarciaagency; Greenville (SC); Remote; USD 52,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial services associate focused on helping families. You'll work with pre-qualified warm leads, participate in a structured onboarding, and receive ongoing mentorship. The role emphasizes coaching, performance, and flexible hours to fit a family-friendly schedule.

Daily tasks include handling inquiries, mapping protection needs, guiding enrollment flows, and growing a client list in a performance-driven environment.

Qualifications

• Self-starters who like helping families and can perform under pressure.
• Willing to receive feedback and coaching to improve performance.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Self-motivation

Coachable

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.