Client Follow-Up Representative - Remote

AO Garcia Agency; Kennewick (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial services professional in the United States. You will work with warm leads, learn quickly on tools, and receive coaching while you ramp, with no office required.

Expected to follow up promptly, maintain a professional video presence, and show respect for clients. Training is provided; leadership tracks are available for top performers.

Qualifications

• On-time follow-up is essential.
• Clean video presence for remote interactions.
• Ability to quickly learn new tools and processes.
• Respectful and professional client interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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