Remote Client Portfolio Associate - Growth & Leadership

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 66,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching from experienced staff

Path into leadership

Job summary

AO Garcia Agency seeks motivated individuals for a remote career with upside. You’ll engage with warm leads who already requested information on financial‑protection options, be trained, coached, and measured on activity and results.

You’ll take requested conversations, explain benefits clearly, help clients enroll when appropriate, and maintain a steady follow-up rhythm. Interviews are conducted on Zoom, with coaching from experienced staff and a clear path into leadership for top performers.

Job description

AO Garcia Agency seeks motivated individuals for a remote career with upside. You’ll engage with warm leads who already requested information on financial‑protection options, be trained, coached, and measured on activity and results.

You’ll take requested conversations, explain benefits clearly, help clients enroll when appropriate, and maintain a steady follow-up rhythm. Interviews are conducted on Zoom, with coaching from experienced staff and a clear path into leadership for top performers.