Remote Policyholder Care Coordinator

AO Garcia Agency; Mount Pleasant (SC); Remote; USD 35,000 - 65,000; 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 work with warm leads and a structured training program. This role emphasizes coaching, competitiveness, and building a long-term career in a performance-driven environment.

Daily tasks include talking with information-seeking prospects, mapping needs for protection options, guiding enrollments, and building a client list. Flexible hours and ongoing mentorship are provided to support your success.

Qualifications

• Competitive and coachable with willingness to be mentored.
• Enjoy helping families and thrive 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.