Virtual Appointment Coordinator

AO Garcia Agency; Santa Ana (CA); Remote; USD 42,000 - 80,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a motivated sales-admissions specialist for a remote financial services seat. You will engage warm leads, map needs, present protection options, and guide clients through a simple enrollment flow.

You'll build and service a client list, receive mentorship, and enjoy flexible hours in a coaching environment focused on performance. The role suits self-starters who value rapid feedback and continuous growth.

Qualifications

• Proven ability to communicate effectively with clients and prospects.
• Willingness to learn and adapt to feedback.
• Ability to work autonomously in a remote setting.

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

Communication skills

Coachable

Self-motivated

Team player

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.

Next step is a short Zoom overview.