Virtual Policyholder Support Representative

AO Garcia Agency; Tacoma (WA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Leadership track for top performers

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients as they ramp, and drive meaningful conversations without a traditional office. The role emphasizes structured days and quick onboarding.

You will work remotely with a focus on prompt follow-up, professional video presence, and a path to leadership for high performers as you deliver client value.

Qualifications

• Prompt follow-up with leads to move conversations forward.
• Clear, professional communication via video.
• Willingness to learn tools and processes quickly.
• Respectful interaction with clients and stakeholders.

Responsibilities

• Engage warm leads in remote conversations to understand needs.
• Coach clients through onboarding and ramp-up while building trust.
• Maintain structured daily routines and hit follow-up targets.
• Represent AO Garcia Agency professionally to prospect and clients.

Skills

Follow-up discipline

Video presence

Fast learning

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client