Remote Client Success Lead — Flexible Hours & Mentorship

AO Garcia Agency; Kahului (HI); Remote; USD 42,000 - 75,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career with ongoing mentorship and flexible hours.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.

Qualifications

• Ability to work remotely and coachable
• Willingness to be coached and performance-driven
• Excellent communication and listening skills

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 skills

Coaching ability

Lead handling

Customer service

Tools

CRM software

Job description

AO Garcia Agency is offering a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career with ongoing mentorship and flexible hours.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list.