Remote Client Support Representative

AO Garcia Agency; Kahului (HI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding support

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency in the United States is seeking a self-motivated team member for a remote financial-services seat built around warm leads and a training system.

You will engage with people seeking information, map needs to protection options, guide them through enrollment, and build a client list while receiving ongoing mentorship.

This role emphasizes competitive drive, coaching, and performance-oriented work; next step is a short Zoom overview.

Qualifications

• Willingness to be coached and perform in a target-driven environment.
• Self-starter with a client-focused mindset.
• Ability to work remotely with flexible hours.

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

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

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

Bad fit

• Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview.