Remote Insurance Account Representative

AO Garcia Agency; United States; Remote; USD 42,000 - 70,000; 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 seeking a self-driven professional for a remote financial-services seat. You will speak with interested individuals, map protection options to meet needs, and guide them through a simple enrollment flow.

The role emphasizes active coaching, performance feedback, and building a trusted client list. Ideal candidates are self-starters who enjoy helping families and can thrive in a performance-driven environment.

Qualifications

• Strong communication and interpersonal skills to handle inquiries from warm leads.

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.

Skills

Communication skills

Self-motivation

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.