Home-Based Client Services Representative

AO Garcia Agency; Woonsocket (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as they ramp. This role emphasizes structured days and prompt follow-up, with no office required and training provided.

Ideal candidates will communicate professionally on video calls, respect clients, and thrive in a fast-paced environment. Remote work is available nationwide, with opportunities for leadership tracks for high performers.

Qualifications

• Experience with warm leads and financial services is a plus.
• Ability to follow up promptly with prospects and clients.
• Comfortable on video calls and maintaining a professional presence.

Responsibilities

• Follow up promptly with warm leads and nurture them through the funnel.
• Maintain a professional video presence during client interactions.
• Coach clients as they ramp and guide them toward informed decisions.

Skills

Warm leads

Prompt follow-up

Video presence

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