Client Intake Representative - Work From Home

Aogarciaagency; Avondale (AZ); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency in the United States is seeking a remote financial-services professional. The role features structured days, warm-lead conversations, and coaching as you ramp to protect clients’ income and future.

No office is required; you’ll rely on a home setup and a professional video presence. Expect fast learning on tools, diligent follow-up, and respectful client service. Top performers may access a leadership track.

Qualifications

• Experience in financial services or sales is a plus.
• Strong communication and follow-up skills.

Responsibilities

• Engage warm leads via video or phone and document interactions.
• Provide coaching and guidance while ramping up with clients.

Skills

Warm leads handling

Remote communication

Coaching clients

Fast learning

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