Remote Policyholder Services Specialist - Leadership Path

AO Garcia Agency; Stamford (CT); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is seeking self-motivated individuals for a remote client-advisor career. You will work with warm, pre-requested conversations and be trained, coached, and measured on activity and results.

Emphasis on clear, on-camera communication of financial-protection options, with a structured process and coaching from experienced colleagues. There is a path into leadership for top performers; interviews are conducted on Zoom.

Qualifications

• Competitiveness and coachability are essential.
• Comfortable speaking with clients on camera and over remote channels.
• Ability to work independently with a structured process.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

On-camera communication

Coachable

Competitive

Remote work

Job description

AO Garcia Agency is seeking self-motivated individuals for a remote client-advisor career. You will work with warm, pre-requested conversations and be trained, coached, and measured on activity and results.

Emphasis on clear, on-camera communication of financial-protection options, with a structured process and coaching from experienced colleagues. There is a path into leadership for top performers; interviews are conducted on Zoom.