100% Remote Client Relations Advisor

AO Garcia Agency; Spring Hill (TN); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp. You will work from home with no office to report to, focusing on client engagement and scalable processes.

As a top performer, you can progress toward leadership tracks while helping clients protect income and plan for the future. This position prioritizes momentum, reliability, and clear communication in a remote setting.

Qualifications

• Experience handling warm leads.
• Ability to follow up promptly with clients.
• Strong client-facing communication and professionalism.
• Willingness to learn tools quickly and adapt.

Responsibilities

• Engage in remote conversations with warm leads to guide decision making.
• Follow a structured daily schedule and participate in coaching during ramp-up.
• Maintain professional, respectful communication with clients and teammates.

Skills

Warm-lead handling

Remote communication

Coaching readiness

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