Remote Client Services Rep — Mentorship & Growth

AO Garcia Agency; Elizabeth (NJ); Hybrid; USD 40,000 - 65,000; 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 proactive remote financial-services professional to work with warm leads and a coaching-driven training system. This role emphasizes conversation, information gathering, and enrollment steps, with a focus on building a client list.

You'll be coached to achieve performance targets in a flexible-hours environment and provided with onboarding and mentorship while working remotely from home.

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 proactive remote financial-services professional to work with warm leads and a coaching-driven training system. This role emphasizes conversation, information gathering, and enrollment steps, with a focus on building a client list.

You'll be coached to achieve performance targets in a flexible-hours environment and provided with onboarding and mentorship while working remotely from home.