Remote Client Relations Pro — Flexible Hours & Mentorship

AO Garcia Agency; Helena (MT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency seeks a remote financial-services specialist to work with warm leads and a structured training system. This role emphasizes coaching, performance-driven environment, and long-term career growth.

Daily work includes speaking with information-seeking clients, mapping protection options, guiding enrollment, and building a serviceable client list. Provided benefits include pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

AO Garcia Agency seeks a remote financial-services specialist to work with warm leads and a structured training system. This role emphasizes coaching, performance-driven environment, and long-term career growth.

Daily work includes speaking with information-seeking clients, mapping protection options, guiding enrollment, and building a serviceable client list. Provided benefits include pre-qualified leads, onboarding support, remote tools, flexible hours, and ongoing mentorship.