Virtual Member Services Associate

AO Garcia Agency; United States; Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Step-by-step onboarding

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a self-motivated professional for a remote financial-services role. You will engage with warm leads, map client needs to suitable protection options, and guide them through a simple enrollment flow. The position offers mentorship, flexible hours, and a step-by-step onboarding process.

Ideal candidates are self-starters who thrive in a performance environment and enjoy helping families, with the ability to receive and act on feedback without direct supervision.

Qualifications

• Clear communication with clients to map needs and explain options.
• Ability to handle feedback and adapt to coaching.

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

Active listening

Coaching mindset

Tools

Remote tools

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.