Virtual Client Services Associate

AO Garcia Agency; Sandy Springs (GA); A distancia; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

AO Garcia Agency is seeking a remote financial-services professional to work with warm, pre-qualified leads and a structured training system. This role emphasizes coaching, feedback, and the ability to grow into a long-term career driven by performance.

You will speak with people seeking information, map needs to protection options, run a simple enrollment flow, and build a client list while enjoying flexible hours and ongoing mentorship in a remote setup.

Formación

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

Responsabilidades

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Descripción del empleo

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.