Home-Based Client Services Representative

AO Garcia Agency; Westminster (CO); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching as you ramp. You will engage with leads who have already shown interest and work to move them toward confident decisions.

This position offers no office requirement, clear training, and a path for high performers into leadership. You’ll build trust with clients by delivering consistent follow-up and respectful service in a fully

Qualifications

• Lead handling skills with warm leads.
• Strong video presence for client interactions.
• Fast learner capable of adopting new tools and processes.

Responsibilities

• Conduct remote warm-lead conversations to move opportunities forward.
• Provide coaching and support to new hires while ramping in the role.

Skills

Lead handling

Video presence

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