Remote Insurance Client Services Associate - Warm Leads

AO Garcia Agency; Stamford (CT); Remote; USD 42,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. This role emphasizes structured days, meaningful conversations, and a training-first approach.

You will work from home with no office required, following up promptly, maintaining a professional video presence, quickly learning the tools, and helping families protect income and future.

Qualifications

• On-time follow-up with prospects and clients
• Maintain a professional and clear video presence during interactions
• Quickly grasp new tools and processes for efficiency
• Demonstrate respect and integrity in all client interactions

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. This role emphasizes structured days, meaningful conversations, and a training-first approach.

You will work from home with no office required, following up promptly, maintaining a professional video presence, quickly learning the tools, and helping families protect income and future.