Remote Client Success Representative

AO Garcia Agency; Madison (WI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced team

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with growth potential. You will handle warm leads, explain benefits, and coach clients through enrollment when appropriate. Interviews are conducted on Zoom and you will be coached by experienced leaders.

Ideal candidates are competitive, coachable, comfortable on camera, and able to maintain a disciplined follow-up rhythm. This role offers remote work with structured processes and a path into leadership for high performers.

Qualifications

• No cold lists; you handle requested conversations.
• Explain benefit options simply to clients.
• Help clients enroll when it fits.
• Maintain a clean follow-up rhythm.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication

Coachable

Comfortable on camera

Customer service

Tools

Zoom

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.