Part-Time Remote Member Services Specialist

AO Garcia Agency; Town of Middletown (NY); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days and coaching as you ramp. The role is office-free and location-flexible within the United States.

You will be trained before you are expected to perform and will build a client-focused pipeline from warm inquiries. Expect ongoing coaching, a clear performance path, and opportunities for leadership as you prove you can convert conversations into trusted financial solutions.

Qualifications

• On-time follow-up is essential.
• Maintain a clean video presence during interactions.
• Demonstrate fast learning on tools used for outreach and CRM.
• Show respect for the client in every engagement.

Responsibilities

• Structured days with remote workflow.
• Conduct warm-lead conversations with prospects.
• Provide coaching while ramping to performance.

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