Remote Member Account Specialist

AO Garcia Agency; Saint Petersburg (FL); Remote; USD 40,000 - 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 remote financial-services professional to coach and enroll clients using warm, pre-qualified leads. This role offers flexibility and ongoing mentorship to help you grow within a long-term career.

You will engage with families, listen to their needs, and guide them through enrollment steps using remote tools and structured onboarding. If you are competitive, coachable, and thrive in a performance environment, this opportunity may fit you well.

Qualifications

• Excellent communication skills and ability to listen actively.
• Comfort with a performance-driven environment and coaching culture.
• Willingness to learn, adapt, and accept feedback.

Responsibilities

• Speak with people who asked for information and answer questions.
• Map needs to available protection options for clients.
• Run a simple enrollment flow and guide clients through steps.
• Build and service a client list and maintain contact cadence.

Skills

Communication skills

Active listening

Coachability

Tools

Remote tools

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.