Remote Client Solutions Representative

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 42,000 - 64,000; 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 offering a remote financial-services seat built around warm leads and a structured training system. This role emphasizes proactive outreach, client protection options mapping, and guiding prospects through enrollment flows.

Ideal candidates are competitive, coachable, and seeking a long-term career. The position includes mentorship, flexible hours, and remote tools to support success. A performance-based environment is noted—only those who welcome feedback will thrive.

Qualifications

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

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

Speak with people

Map needs

Enrollment flow

Client list management

Tools

Remote tools

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.