Remote Client Intake Specialist | Coaching & Growth Path

AO Garcia Agency; Casper (WY); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Leadership path

Job summary

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

In this role you take requested conversations, explain options simply, help clients enroll when it fits, and keep a clean follow-up rhythm. You get remote work, a written process, coaching from experienced staff, and a path into

Qualifications

• Experience talking to clients about financial protection options.
• Comfortable on camera and able to handle coaching feedback.

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

Remote sales

Coaching mindset

On-camera comfortable

Tools

Zoom

Job description

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

In this role you take requested conversations, explain options simply, help clients enroll when it fits, and keep a clean follow-up rhythm. You get remote work, a written process, coaching from experienced staff, and a path into