Remote Insurance Account Specialist - Warm Leads & Coaching

AO Garcia Agency; BLOOMINGTON (MN); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days, coaching as you ramp, and conversations that advance clients’ financial wellbeing.

If you value quick learning, a strong client-first mindset, and the discipline to follow up on time, this role offers remote work with no office requirement and a clear path for high performers.

Qualifications

• Remote-friendly financial services role.
• Must follow up with leads on time.
• Willingness to learn tools and processes.
• Respect for clients and their needs.

Responsibilities

• Engage with warm leads and conduct coaching conversations with clients.
• Follow structured daily routines and report progress to the team.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days, coaching as you ramp, and conversations that advance clients’ financial wellbeing.

If you value quick learning, a strong client-first mindset, and the discipline to follow up on time, this role offers remote work with no office requirement and a clear path for high performers.