Remote Client Service Representative (Training Provided)

AO Garcia Agency; Sioux City (IA); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is offering a remote financial-services seat designed around warm leads and a training system. You’ll speak with interested individuals, map their protection needs, and guide them through a simple enrollment flow while building a client list.

High performers can expect ongoing mentorship, flexible hours, and a path to a long-term career with coaching support. A strong fit is self-marters who handle feedback well in a performance environment.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to accept feedback and coaching; comfortable working remotely.

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

Skills

Self-starter

Coachable

Customer service

Tools

CRM software

Remote tools

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

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

Bad fit

• Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview.