Virtual Appointment Coordinator

AO Garcia Agency; Jersey City (NJ); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Training

Job summary

AO Garcia Agency in the United States is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

The deal emphasizes a home office, web presentations, a schedule you can build around real life, and a portfolio you keep serving — not a stack of one-off calls.

Qualifications

• Clear and human communication required.
• Discipline to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients remotely via web presentations.
• Collaborate with a mentoring team to deliver guidance.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”