Client Service Advisor - Remote

AO Garcia Agency; Harrisonburg (VA); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services professional to engage warm leads, conduct structured conversations, and coach clients as you ramp.

This role emphasizes training before performance, with a no-office requirement and a pipeline built on warm prospects. You’ll thrive in a fast-paced, results-driven environment.

If you value clear processes, frequent feedback, and opportunities for leadership after you prove yourself, this is your path.

Qualifications

• On-time follow-up with leads.
• Maintain a clean, professional video presence in client interactions.
• Able to learn new tools and processes quickly and accurately.
• Demonstrate respect and courtesy to every client contact.

Responsibilities

• Engage warm leads through remote conversations and follow a structured daily routine.
• Provide coaching support while ramping and transitioning to full performance.
• Adhere to client-focused communication standards and maintain professionalism in all interactions.

Skills

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