Remote Client Advocate

AO Garcia Agency; Cumberland (MD); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is hiring for a remote financial-services role that emphasizes structured days, warm-lead conversations, and coaching as you ramp up.

You will engage only with people who have already expressed interest, ensuring on-time follow-up, professional video presence, and rapid tool learning.

There is no fixed office, you can work from anywhere, and top performers have a clear leadership track as you prove your results.

Qualifications

• Engage with warm leads and ensure timely follow-up.
• Demonstrate ability to learn new tools quickly.
• Maintain a professional video presence during interactions.

Responsibilities

• Structure daily workflow for a remote role with coaching while ramping.
• Talk to warm leads who have already expressed interest and guide them through next steps.

Skills

Warm-lead engagement

Timely follow-up

Learning on tools

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