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Client Engagement Representative Work From Home

AO Garcia Agency · Sales · Live in: anywhere in the world

From the ad: “This is a remote financial-services seat built around warm leads and a training system.”

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Source: Remote OK

Posted 2026-10-13 · Verified 2026-11-05

The ad, in short

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. Next step... Read the full ad

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