Remote Client Services Rep – Flexible Hours & Mentorship

AO Garcia Agency; Rochester Hills (MI); Remote; USD 40,000 - 66,000; 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 to engage with inquiries from warm leads and guide clients through enrollment steps. The role emphasizes coaching, building client lists, and ongoing mentorship in a performance-driven environment.

Successful candidates will be self-starters who enjoy helping families and are comfortable with feedback, training, and a flexible schedule. This position is remote with coaching and growth opportunities.

Qualifications

• Self-starter with a proactive mindset.
• Willingness to be coached and take feedback.

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

Job description

AO Garcia Agency is seeking a remote financial-services associate to engage with inquiries from warm leads and guide clients through enrollment steps. The role emphasizes coaching, building client lists, and ongoing mentorship in a performance-driven environment.

Successful candidates will be self-starters who enjoy helping families and are comfortable with feedback, training, and a flexible schedule. This position is remote with coaching and growth opportunities.