Work From Home - Team Leader

AO Garcia Agency; Durham (NC); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to succeed.

This position emphasizes clear communication, self-discipline, and openness to a proven process, with a schedule that fits real life and compliments a balanced lifestyle.

Qualifications

• Clear, human, client-facing communication.
• Self-discipline and ability to work without direct supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and utilize provided tools under mentorship.
• Deliver web-based presentations and follow-up with clients as needed.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”