Remote Policy Services Representative

AO Garcia Agency; Meriden (CT); 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 motivated sales professional for a remote role in the United States. You will engage with warm leads, assess protection options, and guide clients through a simple enrollment flow. The position emphasizes coaching, mentorship, and a performance-driven environment.

Provided are onboarding support, remote tools, and flexible hours to help you build and service a growing client list while developing a long-term career in financial services.

Qualifications

• Must be self-motivated and comfortable in a performance-driven 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.