Work From Home - Client Portfolio Associate

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

Benefits offered by this job

Remote work

Coaching from experienced team

Leadership path potential

Job summary

AO Garcia Agency is seeking motivated individuals for a remote sales role that works with warm leads who requested information on financial-protection options. You will be trained, coached, and measured on activity and results, with Zoom interviews and coaching from experienced peers. A path into leadership may be available for top performers.

If you are competitive, coachable, and comfortable on camera, this is a chance to build a remote career with upside in a supportive team.

Qualifications

• Must be comfortable speaking with clients about financial-protection options.
• Able to work remotely with minimal supervision.
• Willing to be coached and measured on activity and results.

Responsibilities

• Take conversations from warm leads and explain benefit options simply.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with prospects.

Skills

Customer communication

Coachable

Self-motivated

Comfortable on camera

Sales aptitude

Tools

Zoom

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into Leadership?

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.