Client Engagement Representative - Work From Home

AO Garcia Agency; Overland Park (KS); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads, benefiting from structured days, coaching while you ramp, and a strong emphasis on client care. No office is required, and the role centers on timely follow-up and clear, professional communication.

You'll be trained before performing and will have a pathway for high performers into leadership positions, with a focus on serving families and protecting income futures.

Qualifications

• Must follow up with prospects promptly.
• Maintain a professional video presence during virtual meetings.
• Fast learner of CRM and sales tools.

Responsibilities

• Engage with warm leads to qualify interest and set appointments.
• Provide coaching and support as you ramp, ensuring smooth handoffs to clients.
• Maintain a client-first approach and uphold respectful communication.

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