Remote Team Lead - Client Services

AO Garcia Agency; Missoula (MT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path for high performers

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will work with warm leads, explain financial-protection options, and help clients enroll when it’s a fit. The role is conducted remotely with coaching, a written process, and a path into leadership for top performers.

Interviews are conducted on Zoom; you should be competitive, coachable, and comfortable on camera. This is a remote position with structured support and measured results.

Qualifications

• Applicants should be able to discuss financial-protection options clearly and simply.
• You will be evaluated on activity and results in a remote role.
• Ability to work with warm leads and maintain a steady follow-up rhythm.

Responsibilities

• Take conversations from warm leads rather than cold outreach.
• Explain benefit options clearly to clients.
• Assist clients in enrolling when it fits their needs.
• Maintain a clean follow-up cadence with leads.

Skills

Communication skills

Comfort on camera

Coachability

Competitive

Remote work discipline

Tools

Video conferencing

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

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

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.