Work From Home - Client Services Coordinator

AO Garcia Agency; Chattanooga (TN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with interested individuals, map needs to protection options, and guide them through a simple enrollment flow. You will build and service a client list while working with pre-qualified warm leads.

The role emphasizes self-motivation and a willingness to be coached in a performance-driven environment, with ongoing mentorship and flexible hours.

Qualifications

• Remote, financial-services role with coaching and mentorship.
• Requires self-motivation and willingness to learn.

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.

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.