Work From Home - Client Services Coordinator

AO Garcia Agency; Lafayette (IN); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote role focused on helping clients who have requested information on financial-protection options. You will work from home, following a written process and receiving coaching from experienced staff.

Interviews are conducted via Zoom, with a clear path into leadership for high performers. You will handle warm conversations, explain benefits clearly, assist enrollment when appropriate, and maintain a disciplined follow-up cadence to drive

Qualifications

• Applicant should be coachable and comfortable on camera.
• Experience communicating with clients is advantageous.
• Must be able to follow a written process and track activity.

Responsibilities

• Take requested conversations with warm leads.
• Explain financial-protection options clearly and succinctly.
• Help clients enroll when it is a fit.
• Maintain a clean follow-up rhythm with prospects.

Skills

On-camera communication

Coachable

Lead follow-up

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 if you produce

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.