Remote Policyholder Services Representative

AO Garcia Agency; Carson City (NV); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, provide coaching while ramping, and maintain structured days. The role emphasizes meaningful conversations with prospects and a focus on helping families protect income and future.

No office is required, and top performers can rise into leadership tracks as they demonstrate learning speed and client respect.

Responsibilities

• Conduct warm-lead conversations in a remote setting.

Skills

Follow-ups

Video presence

Tech adaptability

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client