Remote Client Intake Specialist - Path to Leadership

AO Garcia Agency; Harrisburg (SD); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is hiring for a remote career with upside. You will work with warm leads—people who requested help on financial-protection options—and you will be trained, coached, and measured on activity and results.

You take requested conversations, explain benefit options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are conducted on Zoom, and coaching comes from experienced colleagues, with a potential path into leadership for high performers.

Qualifications

• Competitive, coachable, and comfortable on camera is preferred.

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 hiring for a remote career with upside. You will work with warm leads—people who requested help on financial-protection options—and you will be trained, coached, and measured on activity and results.

You take requested conversations, explain benefit options simply, help clients enroll when it fits, and maintain a clean follow-up rhythm. Interviews are conducted on Zoom, and coaching comes from experienced colleagues, with a potential path into leadership for high performers.