Remote Client Intake Specialist

AO Garcia Agency; Norwalk (CT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching program

Path to leadership

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. This role handles warm leads and involves talking with clients who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results. Interviews are conducted on Zoom.

You should be competitive, coachable, and comfortable on camera, with a path into leadership if you perform well.

Qualifications

• Must be coachable and comfortable on camera.
• Able to explain benefits clearly to clients.
• Thrives in a remote, structured work environment.

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

Communication

Phone prospecting

Remote work

Client coaching

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.