Remote Client Advocate - Warm Leads, Impactful Coaching

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

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.