Remote Financial Services Member Experience Specialist

AO Garcia Agency; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is offering a remote financial-services role designed around warm leads and a structured training system. If you are competitive and coachable, this can grow into a long-term career.

Daily tasks include speaking with information-seeking clients, mapping protection needs and options, guiding enrollment flows, and building a client list. The role provides onboarding, mentorship, and remote tools with flexible hours to support growth.

Qualifications

• Self-starter who likes helping families and performs well in a fast-paced environment.

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

AO Garcia Agency is offering a remote financial-services role designed around warm leads and a structured training system. If you are competitive and coachable, this can grow into a long-term career.

Daily tasks include speaking with information-seeking clients, mapping protection needs and options, guiding enrollment flows, and building a client list. The role provides onboarding, mentorship, and remote tools with flexible hours to support growth.