Remote Client Success Associate Flexible Hours Mentorship

AO Garcia Agency; Grand Rapids (MI); Remote; USD 28,000 - 41,000; 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 role built around warm leads and a training system. This position offers ongoing mentorship and flexible hours, with a focus on coaching and personal development.

Ideal candidates are competitive, receptive to feedback, and capable of handling a performance environment. The role begins with a Zoom overview and a structured onboarding process to empower long-term success.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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 seeking a remote financial-services role built around warm leads and a training system. This position offers ongoing mentorship and flexible hours, with a focus on coaching and personal development.

Ideal candidates are competitive, receptive to feedback, and capable of handling a performance environment. The role begins with a Zoom overview and a structured onboarding process to empower long-term success.