Remote Client Services Lead - Finance

AO Garcia Agency; Fairmont (MN); Remote; USD 50,000 - 70,000; 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 financial-services associate built around warm leads and a structured training system. If you are competitive and coachable, this role offers a chance to grow into a long-term career and benefits from ongoing mentorship, flexible hours, and remote tools.

Daily work includes speaking with information-seeking individuals, mapping needs for protection options, guiding enrollment flows, and building a serviced client list in a performance-driven environment.

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 is seeking a remote financial-services associate built around warm leads and a structured training system. If you are competitive and coachable, this role offers a chance to grow into a long-term career and benefits from ongoing mentorship, flexible hours, and remote tools.

Daily work includes speaking with information-seeking individuals, mapping needs for protection options, guiding enrollment flows, and building a serviced client list in a performance-driven environment.