Remote Client Intake Specialist

AO Garcia Agency; Owensboro (KY); Remote; USD 38,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Structured process

Job summary

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

The work involves taking conversations, explaining benefits simply, helping clients enroll when it fits, and maintaining a clean follow-up rhythm. You get remote work, a written process, coaching from experienced colleagues, and a path into leadership

Qualifications

• You should apply if you are competitive, coachable, and comfortable on camera.
• Interviews are conducted on Zoom.

Responsibilities

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

Skills

Competitive

Coachable

Comfortable 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.