Home-Based Client Services Representative

Aogarciaagency; Eagle Mountain (UT); Remote; USD 50,000 - 70,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads with structured days, coaching while you ramp, and a focus on meaningful outcomes for families. This role emphasizes proactive follow-up and a strong client-first approach.

The position supports a fully remote setup, with training before performance expectations are set and opportunities for growth for top performers.

Qualifications

• On-time follow-up required.
• Clean video presence during remote interactions.
• Ability to quickly learn and use new tools.

Responsibilities

• Conduct warm-lead conversations and coaching sessions as you ramp.
• Maintain a disciplined daily routine with structured hours.
• Uphold professional standards and respect for clients.

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