Client Relationship Specialist - Remote

AO Garcia Agency; Hilo (HI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Leadership track

Comprehensive training

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide prospects through the funnel. The role includes ramp-up coaching, structured days, and a pathway to leadership for top performers.

Training is provided before performance expectations begin, with no office required. Ideal candidates communicate clearly, learn quickly, and maintain a respectful approach to clients.

Qualifications

• Remote role in financial services with ramp-up coaching.

Responsibilities

• Engage with warm leads and follow up with prospects.
• Provide coaching during ramp-up period.

Skills

Warm lead handling

Coaching

Remote communication

Tools

CRM software

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