Remote Client Services Lead: Coaching & Growth Path

AO Garcia Agency; Oregon; Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career that offers growth. You will engage with warm leads who have requested help with financial-protection options and follow a written process to guide clients. Training and coaching are provided, with a pathway into leadership for high performers.

Interviews are conducted on Zoom. If you are competitive, coachable, and comfortable on camera, this is a chance to join a results-driven team with flexible remote work.

Qualifications

• Strong communication and interpersonal skills.
• Willingness to engage with warm leads and explain options clearly.
• Comfortable speaking to clients 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.

Skills

Communication

Coachable

On-camera

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote career that offers growth. You will engage with warm leads who have requested help with financial-protection options and follow a written process to guide clients. Training and coaching are provided, with a pathway into leadership for high performers.

Interviews are conducted on Zoom. If you are competitive, coachable, and comfortable on camera, this is a chance to join a results-driven team with flexible remote work.