Remote Client Intake Specialist — Growth Path

AO Garcia Agency; Lewiston (ME); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You’ll work warm leads, discuss financial-protection options, and are trained, coached, and measured on activity and results.

In this role you will take requested conversations (no cold lists), explain options clearly, help clients enroll when appropriate, and maintain a consistent follow-up rhythm. Interviews are on Zoom.

Qualifications

• Competitive and coachable.
• Comfortable on camera.

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 individuals for a remote career with upside. You’ll work warm leads, discuss financial-protection options, and are trained, coached, and measured on activity and results.

In this role you will take requested conversations (no cold lists), explain options clearly, help clients enroll when appropriate, and maintain a consistent follow-up rhythm. Interviews are on Zoom.