Client Retention Representative - Work From Home

AO Garcia Agency; La Crosse (WI); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote finance-services role with structured days and warm-lead conversations. You will be coached as you ramp, with no office to report to and a focus on protecting families’ income and future.

This role emphasizes warm leads and a clear training path, with opportunities to advance into leadership for top performers.

Qualifications

• Timely follow-up with leads.
• Professional video presence for remote interactions.
• Ability to learn new tools quickly.
• Demonstrates respect and professionalism with clients.

Skills

Follow-up

Video presence

Learning agility

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