Client Intake Representative - Work From Home

Aogarciaagency; Bartlesville (OK); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a self-motivated professional for a remote financial-services role. Join a team that works with warm leads and provides coaching as you ramp, with structured days designed for focus and impact.

Work from home with no office requirement, a clearly defined onboarding, and a path for high performers to advance into leadership roles. This position emphasizes timely follow-up and respectful client interactions across a distributed client base.

Qualifications

• Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
• The work has a point — families protecting income and future.
• Home base. No office required.
• You are trained before you are expected to perform.
• Your pipeline is warm leads.
• High performers get a leadership track.

Skills

Warm-lead conversations

Remote communication

Coaching for ramp-up

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