Remote Client Advocacy Lead — Warm Leads & Growth Path

AO Garcia Agency; Elsmere (DE); Remote; USD 52,000 - 75,000; 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 emphasizes high-quality follow-up, a strong video presence, and a client-first mindset. Top performers have opportunities for leadership tracks and faster advancement.

Work from home with no office required and a focus on delivering value to families protecting income and futures. Training is provided before performance expectations begin.

Qualifications

• On-time follow-up with leads and prospects.
• Professional video presence for virtual meetings.
• Ability to quickly learn and use sales/tools required.
• Respectful and client-focused communication.

Responsibilities

• Engage warm leads through remote conversations.
• Provide coaching and guidance as you ramp up with the team.
• Maintain structured daily routines and disciplined work habits.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days and coaching as you ramp. The role emphasizes high-quality follow-up, a strong video presence, and a client-first mindset. Top performers have opportunities for leadership tracks and faster advancement.

Work from home with no office required and a focus on delivering value to families protecting income and futures. Training is provided before performance expectations begin.