Client Experience Specialist - Work From Home

AO Garcia Agency; Oshawa; Remote; CAD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial services professional to engage warm leads with structured daily routines. You will be coached during ramp-up and supported as you build momentum in a fully remote environment.

The role emphasizes timely follow-up and maintaining a respectful, client-centered approach, with potential for leadership progression for top performers.

Qualifications

• Remote role in financial services with structured days.
• Coaching provided during ramp-up.
• Warm leads drive daily activities.
• Strong emphasis on timely follow-up and client respect.

Skills

Follow-up

Video presence

Fast learner

Client respect

Tools

CRM tools

Video conferencing

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client