Client Retention Representative - Work From Home

AO Garcia Agency; Dodge City (KS); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide conversations from initial contact through closing. The role offers structured days, a ramp period with training, and a path toward leadership for top performers.

Expect strong follow-up, a professional video presence, quick mastery of tools, and unwavering respect for clients as you contribute from a remote setting.

Qualifications

• On-time follow-up is required.
• Clean video presence during interactions.
• Fast learning on tools used for client engagement.

Responsibilities

• Engage in warm-lead conversations with prospects.
• Maintain respectful, client-focused communication.
• Ramp up with structured training before handling full duties.

Skills

Warm leads handling

Effective communication

Fast learning

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