Remote Client Advisor – Warm Leads, Growth Path

AO Garcia Agency; St. Louis (MO); Hybrid; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services professional to engage warm leads and guide conversations from first contact through closure. The role emphasizes structured days, coaching as you ramp, and a client-first approach that protects families’ income and future.

You’ll work remotely with no office to maintain, receive training before performance targets, and have a clear path to leadership based on results.

Qualifications

• Clear communication with remote clients.
• Ability to manage multiple warm leads with professionalism.
• Adaptability to training and coaching processes.

Responsibilities

• Engage warm leads and drive conversations.
• Follow up promptly to move opportunities forward.
• Represent the client’s needs with integrity and respect.

Skills

Timely follow-up

Video presence

Learning agility

Client respect

Job description

AO Garcia Agency in the United States is seeking a remote financial-services professional to engage warm leads and guide conversations from first contact through closure. The role emphasizes structured days, coaching as you ramp, and a client-first approach that protects families’ income and future.

You’ll work remotely with no office to maintain, receive training before performance targets, and have a clear path to leadership based on results.