Remote Client Needs Specialist

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Remote work

Written playbook/process

Coaching from experienced reps

Leadership path for high performers

Job summary

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

Interviews are conducted on Zoom and success leads to potential leadership opportunities. This role emphasizes coaching, a proven process, and the freedom of remote work while you build client relationships and help people make informed financial

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 will work with warm leads who have already requested help on financial-protection options, and you will be trained, coached, and measured on activity and results.

Interviews are conducted on Zoom and success leads to potential leadership opportunities. This role emphasizes coaching, a proven process, and the freedom of remote work while you build client relationships and help people make informed financial