Remote Client Services Associate — Mentorship & Flexible

AO Garcia Agency; Corpus Christi (TX); Remote; USD 40,000 - 60,000; 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 finance-advisory representative to work with warm leads and a coached training program. This role offers flexible hours and a long-term career path for motivated self-starters who enjoy helping families.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a responsive client list. We provide pre-qualified warm leads, step-by-step onboarding, remote tools, ongoing mentorship, and

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.

Skills

Self-starter

Willing to be coached

Tools

Remote tools

Job description

AO Garcia Agency is seeking a remote finance-advisory representative to work with warm leads and a coached training program. This role offers flexible hours and a long-term career path for motivated self-starters who enjoy helping families.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a responsive client list. We provide pre-qualified warm leads, step-by-step onboarding, remote tools, ongoing mentorship, and