Remote Client Consultation Pro - Warm Leads

AO Garcia Agency; Fort Mill (SC); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads, follow structured daily routines, and receive coaching while ramping up. The role emphasizes meaningful work—helping families protect income and future—without a physical office.

You will start with thorough training and a clear progression path, with high performers eligible for a leadership track. The position is fully remote with no required office presence, designed for candidates who value

Responsibilities

• Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.
• The work has a point — families protecting income and future.
• Home base. No office required.
• You are trained before you are expected to perform.
• Your pipeline is warm leads.
• High performers get a leadership track.

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads, follow structured daily routines, and receive coaching while ramping up. The role emphasizes meaningful work—helping families protect income and future—without a physical office.

You will start with thorough training and a clear progression path, with high performers eligible for a leadership track. The position is fully remote with no required office presence, designed for candidates who value