Remote Client Success & Retention Specialist

Aogarciaagency; Mobile (AL); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Flexible hours

Ongoing mentorship

Remote tools

Job summary

Aogarciaagency is offering a remote financial-services role built around warm leads and a structured training system. You will be coached to grow, with ongoing mentorship and flexible hours designed for long-term career development.

The daily work includes speaking with information-seeking clients, mapping protection options, guiding enrollment flows, and building a compliant client list. This role rewards initiative and coachability.

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

Aogarciaagency is offering a remote financial-services role built around warm leads and a structured training system. You will be coached to grow, with ongoing mentorship and flexible hours designed for long-term career development.

The daily work includes speaking with information-seeking clients, mapping protection options, guiding enrollment flows, and building a compliant client list. This role rewards initiative and coachability.