Remote Client Advocacy Specialist

AO Garcia Agency; Missoula (MT); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join our distributed team. This role emphasizes structured days, warm-lead conversations, and coaching as you ramp, with no office required and full flexibility.

You'll focus on moving opportunities from warm leads, delivering value to clients, and growing with a leadership track for top performers. Strong communication and a quick learner will help you excel in this remote, performance-driven environment.

Qualifications

• Remote financial-services experience preferred.
• Ability to follow structured daily plans.
• Comfort with coaching during ramp-up.

Responsibilities

• Engage with warm leads and follow up promptly.
• Represent client interests with professionalism.
• Learn tools and processes during ramp-up.

Skills

Warm leads handling

Remote work

Coaching readiness

Fast learner

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