Virtual Appointment Coordinator

AO Garcia Agency; United States; Remote; USD 48,000 - 72,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a motivated, remote financial-services professional to join our team. This seat focuses on working with warm, pre-qualified leads and a structured training system to grow your career.

Daily work includes speaking with information-seeking clients, mapping needs, guiding enrollment, and building a loyal client list. We offer remote tools, flexible hours, ongoing mentorship, and step-by-step onboarding.

Qualifications

• Good fit: Self-starters who like helping families and can handle a performance environment.

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.

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.