Remote Insurance Client Advisor

AO Garcia Agency; Anaheim (CA); Remote; USD 23,000 - 39,000; 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 remote financial-services specialist focused on guiding families through information requests and enrollment processes. You will build a client list and service existing clients using a structured onboarding and coaching system.

Successful candidates are self-starters who enjoy helping families and thrive in a performance-driven environment. The role offers flexible hours, ongoing mentorship, and remote work tools with a Zoom overview as the next step.

Qualifications

• Self-starter who likes helping families and can handle a performance 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

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.