Remote Client Relations Specialist

AO Garcia Agency; Riverside (CA); Remote; USD 34,000 - 55,000; 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 professional to work with pre-qualified warm leads and participate in a structured training system. The role emphasizes accountability, willingness to be coached, and the potential for long-term career growth through mentorship and ongoing coaching.

Ideal candidates are self-starters who enjoy helping families and can thrive in a performance-driven environment. A short Zoom overview is the next step in the process.

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 professional to work with pre-qualified warm leads and participate in a structured training system. The role emphasizes accountability, willingness to be coached, and the potential for long-term career growth through mentorship and ongoing coaching.

Ideal candidates are self-starters who enjoy helping families and can thrive in a performance-driven environment. A short Zoom overview is the next step in the process.