Virtual Member Care Specialist

AO Garcia Agency; Burlington; Remote; CAD 60,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide conversations from first contact to hand-off. You’ll be trained before you perform and work from home with structured days and coaching as you ramp.

This role emphasizes timely follow-up, a professional video presence, quick learning of tools, and respect for clients. High performers have opportunities for leadership tracks as they help families protect income and future.

Qualifications

• Excellent follow-up with leads and clients.
• Professional video presence for remote meetings.
• Fast adaptability to tools and processes.
• Respect for clients and confidentiality.

Skills

Follow-up

Video presence

Quick learning

Client respect

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