Remote Client Services Coordinator - Flexible Hours

AO Garcia Agency; United States; 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 offers a remote financial-services seat designed around warm leads and a structured training system. The role rewards competitiveness and coaching, with long-term growth potential for those who stay engaged and open to feedback.

You will speak with people seeking information, map needs to suitable protection options, guide enrollments, and build a client list, all supported by pre-qualified leads and ongoing mentorship in a flexible, remote setup.

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

Job description

AO Garcia Agency offers a remote financial-services seat designed around warm leads and a structured training system. The role rewards competitiveness and coaching, with long-term growth potential for those who stay engaged and open to feedback.

You will speak with people seeking information, map needs to suitable protection options, guide enrollments, and build a client list, all supported by pre-qualified leads and ongoing mentorship in a flexible, remote setup.