Remote Client Relations Pro with Warm Leads, Mentored

AO Garcia Agency; New Haven (CT); Remote; USD 42,000 - 68,000; 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 is seeking a remote financial-services specialist to engage with individuals who have requested information and guide them through simple enrollment steps. You will map client needs to protection options and build a compliant client list, all while receiving ongoing mentorship and leveraging pre-qualified warm leads.

The role emphasizes a coachable, self-starting mindset and flexibility in scheduling, with a focus on long-term growth within a performance-driven 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 is seeking a remote financial-services specialist to engage with individuals who have requested information and guide them through simple enrollment steps. You will map client needs to protection options and build a compliant client list, all while receiving ongoing mentorship and leveraging pre-qualified warm leads.

The role emphasizes a coachable, self-starting mindset and flexibility in scheduling, with a focus on long-term growth within a performance-driven environment.