Remote Client Intake Specialist - Coachable & Growth-Driven

AO Garcia Agency

Orlando (FL)

Remote

USD 40,000 - 60,000

Full time

3 days ago
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Job summary

AO Garcia Agency is seeking motivated, coachable individuals for a remote career with upside. You will work warm leads—people who already requested help on financial-protection options— and you will be trained, coached, and measured on activity and results. No cold calling.

The role emphasizes clear communication, teamwork, and a path into leadership for producers who perform. Interviews are on Zoom, and you will be expected to stay on a clean follow-up rhythm while delivering helpful options to

Qualifications

  • You should apply if you are competitive, coachable, and comfortable on camera.
  • Skip this if you need constant supervision or hate talking to clients.

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

Job description

AO Garcia Agency is seeking motivated, coachable individuals for a remote career with upside. You will work warm leads—people who already requested help on financial-protection options— and you will be trained, coached, and measured on activity and results. No cold calling.

The role emphasizes clear communication, teamwork, and a path into leadership for producers who perform. Interviews are on Zoom, and you will be expected to stay on a clean follow-up rhythm while delivering helpful options to

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