Remote Insurance Client Advocate – Flexible Hrs, Mentorship

AO Garcia Agency; Caldwell (ID); Remote; USD 40,000 - 60,000; 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 role built around warm leads and a structured training system. You will engage with people who requested information, guide enrollment, and build a client list.

This position emphasizes coaching and mentorship, flexible hours, and ongoing development; ideal for self-starters who enjoy helping families and performing in a results-driven environment.

Qualifications

• Self-starters who like 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

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a structured training system. You will engage with people who requested information, guide enrollment, and build a client list.

This position emphasizes coaching and mentorship, flexible hours, and ongoing development; ideal for self-starters who enjoy helping families and performing in a results-driven environment.