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AO Garcia Agency
Client Engagement Representative
Remote · Anywhere, United States · Full time · Entry level
$80k–$160k / year
About the role
This remote role involves engaging with warm leads in financial services and guiding them through enrollment. It is suited for competitive self-starters who enjoy helping families and can work in a performance-driven environment.
What you’ll do
• Speak with people who asked for information. • Map needs to available protection options. • Run a simple enrollment flow. • Build and service a client list.
What you’ll bring
• Competitive and willing to be coached. • Self-starters who like helping families. • Can handle a performance environment. • Open to feedback and remote work.
Life at AO Garcia Agency
Provides pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.