Client Intake Representative - Work From Home

AO Garcia Agency; East Orange (NJ); Remote; USD 48,000 - 72,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency seeks a remote financial-services professional to talk to warm leads, coach during ramp, and keep the client’s interests at the center.

No office is required. You’ll follow up promptly, maintain a strong video presence, and receive structured training before handling conversations on your own. High performers can pursue a leadership track that grows with you.

Qualifications

• 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