Remote Team Lead - Client Services

AO Garcia Agency; Augusta (ME); Remote; USD 38,000 - 72,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services sales professional to work with pre-qualified, warm leads and a structured training program.

Daily tasks include speaking with information-seeking clients, mapping their protection needs, running enrollment steps, and building a service-ready client list.

This role rewards competitiveness and coaching, offers flexible hours, ongoing mentorship, and remote tools to support long-term career growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Needs coachable mindset and willingness to receive feedback.

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.

Skills

Self-starter

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.