Remote Policyholder Care Coach

AO Garcia Agency; Cleveland (OH); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency seeks a remote financial-services professional to conduct warm-lead conversations and provide coaching as you ramp up. The role centers on meaningful outreach with real potential to help families protect income and future.

You’ll work from home with structured days, no office required, and a training-first approach designed to get you performing quickly. Your pipeline is built from warm leads, and top performers can pursue a leadership track.

Responsibilities

• Conduct warm lead conversations in a remote financial-services role.
• Structured days and coaching during ramp-up.
• Follow up promptly to protect and grow the client relationship.
• High performers can pursue a leadership track.

Skills

Warm leads

Video presence

Fast learning

Client respect

Job description

AO Garcia Agency seeks a remote financial-services professional to conduct warm-lead conversations and provide coaching as you ramp up. The role centers on meaningful outreach with real potential to help families protect income and future.

You’ll work from home with structured days, no office required, and a training-first approach designed to get you performing quickly. Your pipeline is built from warm leads, and top performers can pursue a leadership track.