Work From Home - Client Services Representative

AO Garcia Agency; Seattle (WA); Remote; USD 60,000 - 90,000; 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 seeks a remote financial-services professional to engage with interested individuals, map their protection needs, and guide them through a simple enrollment flow. You will build and service a client list while working with pre-qualified leads.

Ideal candidates are self-starters who thrive on helping families, welcome feedback, and perform well in a coaching-heavy, performance-driven environment. Flexible hours and remote tools support success.

Qualifications

• Must be coachable and receptive to feedback.
• Ability to help families and manage performance expectations.

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

Self-starter

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.