Remote Client Solutions Representative

AO Garcia Agency; United States; Remote; USD 42,000 - 72,000; 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 remote financial-services professional in the United States to connect with warm leads and guide them through enrollment. The role emphasizes coaching, flexibility, and a performance-oriented environment. Training is provided to help you succeed in long-term career growth.

Candidates should be self-motivated, enjoy helping families, and be receptive to feedback. The position relies on remote tools, mentorship, and flexible hours to support ongoing client engagement.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to receive feedback and coaching to improve results.
• Comfortable communicating information to interested individuals.

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

Communication

Coaching

Self-motivation

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.