Remote Client Services Specialist — Coaching & Growth Path

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced reps

Leadership path for high performers

Job summary

AO Garcia Agency offers a remote position focused on guiding clients through financial-protection options. You’ll engage with warm leads and use a structured process to explain benefits, enroll clients where appropriate, and maintain disciplined follow-up. Interviews are conducted on Zoom, with coaching and clear performance expectations.

The role emphasizes staying coachable, being competitive, and building a path into leadership for top performers who consistently deliver results.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

AO Garcia Agency offers a remote position focused on guiding clients through financial-protection options. You’ll engage with warm leads and use a structured process to explain benefits, enroll clients where appropriate, and maintain disciplined follow-up. Interviews are conducted on Zoom, with coaching and clear performance expectations.

The role emphasizes staying coachable, being competitive, and building a path into leadership for top performers who consistently deliver results.