Remote Client Success Specialist (Financial Protection)

AO Garcia Agency; Oregon; Hybrid; USD 48,000 - 72,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who have already requested help with financial-protection options, and you will be trained, coached, and measured on activity and results.

Your work includes taking requested conversations rather than cold lists, explaining benefits clearly, and helping clients enroll when it fits. You will follow a structured process so you are not inventing the job.

Qualifications

• Take conversations with warm leads, not cold lists.
• Explain financial-protection options clearly.
• Be coachable and receptive to coaching.
• Maintain consistent follow-up rhythm.

Responsibilities

• Explain benefit options simply during conversations.
• Help clients enroll when it is a good fit.
• Keep a clean and predictable follow-up cadence.

Skills

Competitive

Coachable

Comfortable on camera

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads who have already requested help with financial-protection options, and you will be trained, coached, and measured on activity and results.

Your work includes taking requested conversations rather than cold lists, explaining benefits clearly, and helping clients enroll when it fits. You will follow a structured process so you are not inventing the job.