Remote Client Advocate - Warm Leads, Coaching & Growth

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

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.