Remote Client Success Advocate

AO Garcia Agency; United States; Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching from experienced colleagues

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with people who have already requested help on financial-protection options, guided by a written process and coached by experienced colleagues.

In this role, you will take conversations from warm leads, explain benefits simply, and assist clients in enrolling when it’s a fit, while maintaining a clean follow-up rhythm. Interviews are conducted on Zoom.

Qualifications

• Competitive and coachable attitude.
• Comfortable talking to clients on Zoom.
• Ability to follow a written process and scripts.

Responsibilities

• Take requested conversations from warm leads.
• Explain financial-protection options clearly.
• Help clients enroll when it is a fit.
• Maintain a consistent follow-up rhythm.

Skills

Excellent communication

Coachable

Camera-friendly

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with people who have already requested help on financial-protection options, guided by a written process and coached by experienced colleagues.

In this role, you will take conversations from warm leads, explain benefits simply, and assist clients in enrolling when it’s a fit, while maintaining a clean follow-up rhythm. Interviews are conducted on Zoom.