Remote Client Services Representative | Flexible Schedule

AO Garcia Agency; Georgetown (DE); Hybrid; USD 35,000 - 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 is seeking a motivated individual for a remote financial-services enrollment role. You will converse with interested individuals, map their protection options, and guide them through a simple enrollment flow. This position emphasizes helping families and building a client list.

We provide pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. A coachable, self-starting mindset is essential for success and long-term career growth.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview.