Remote Client Success Associate – Financial Services

AO Garcia Agency; Waukegan (IL); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is hiring for a remote financial-services seat designed around pre-qualified warm leads and a structured training program. The role rewards competitive individuals who welcome coaching and long-term growth in a performance-driven environment.

You will speak with interested people, map their needs to protection options, guide enrollment flows, and build a reliable client list while enjoying ongoing mentorship and flexible hours.

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

Job description

AO Garcia Agency is hiring for a remote financial-services seat designed around pre-qualified warm leads and a structured training program. The role rewards competitive individuals who welcome coaching and long-term growth in a performance-driven environment.

You will speak with interested people, map their needs to protection options, guide enrollment flows, and build a reliable client list while enjoying ongoing mentorship and flexible hours.