Work From Home - Client Relations Specialist

AO Garcia Agency; Merrimack (NH); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with inquirers, map protection options, and guide enrollments. The role emphasizes coaching, mentorship, and a performance-driven culture, with warm leads and flexible hours.

Ideal candidates are self-motivated self-starters who enjoy helping families and can thrive in a coaching environment. This position offers ongoing mentorship and a structured onboarding process.

Qualifications

• Must be coachable and open to feedback, with a willingness to improve.
• Ability to work remotely and stay organized in a performance-driven 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.

Skills

Coachable

Self-motivation

Communication

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.