Remote Policyholder Support Specialist — Warm Leads

AO Garcia Agency; Tacoma (WA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Leadership track for top performers

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients as they ramp, and drive meaningful conversations without a traditional office. The role emphasizes structured days and quick onboarding.

You will work remotely with a focus on prompt follow-up, professional video presence, and a path to leadership for high performers as you deliver client value.

Qualifications

• Prompt follow-up with leads to move conversations forward.
• Clear, professional communication via video.
• Willingness to learn tools and processes quickly.
• Respectful interaction with clients and stakeholders.

Responsibilities

• Engage warm leads in remote conversations to understand needs.
• Coach clients through onboarding and ramp-up while building trust.
• Maintain structured daily routines and hit follow-up targets.
• Represent AO Garcia Agency professionally to prospect and clients.

Skills

Follow-up discipline

Video presence

Fast learning

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients as they ramp, and drive meaningful conversations without a traditional office. The role emphasizes structured days and quick onboarding.

You will work remotely with a focus on prompt follow-up, professional video presence, and a path to leadership for high performers as you deliver client value.