Remote Client Intake Specialist – Growth Path

AO Garcia Agency; Orlando (FL); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership path for top performers

Job summary

AO Garcia Agency in the United States is seeking motivated individuals for a remote career with upside in client conversations about financial-protection options. You will be trained, coached, and measured on activity and results.

You will handle warm leads, explain benefits simply, help clients enroll when it fits, and maintain a disciplined follow-up rhythm. Interviews are on Zoom and you will not require constant supervision.

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 in the United States is seeking motivated individuals for a remote career with upside in client conversations about financial-protection options. You will be trained, coached, and measured on activity and results.

You will handle warm leads, explain benefits simply, help clients enroll when it fits, and maintain a disciplined follow-up rhythm. Interviews are on Zoom and you will not require constant supervision.