Remote Client Retention Specialist

AO Garcia Agency; United States; Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced staff

Leadership opportunities

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career focused on financial-protection conversations. You will start with warm leads, coaching, and a proven process, avoiding cold lists.

Expect structured guidance, ongoing coaching, and potential leadership opportunities as you demonstrate results. Interviews are conducted on Zoom, and you should be competitive, coachable, and comfortable on camera.

Qualifications

• Competitive, coachable, and comfortable on camera.

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

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into Leadership?

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.