Remote Client Services Specialist

AO Garcia Agency; Raleigh (NC); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency seeks a remote financial-services specialist to guide families through information gathering and enrollment with mentorship and flexible hours. You will work with warm leads, be coached for performance, and help build a lasting client list.

The role emphasizes communication, initiative, and a proactive approach in a coaching environment designed for long-term career growth.

Qualifications

• Self-starters who can work independently and stay motivated.
• Able to receive coaching and feedback in a fast-paced environment.
• Strong verbal communication and relationship-building skills.

Responsibilities

• Speak with information-seeking clients to provide guidance and options.
• Map client needs and present suitable protection options.
• Run a simple enrollment flow with interested leads.
• Build and service a growing client list to ensure ongoing coverage.

Skills

Self-motivation

Coaching receptiveness

Communication

Goal-oriented

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.