Remote Client Consultation Specialist

Aogarciaagency; Alexandria (VA); Remote; USD 70,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a motivated sales/financial-services professional for a remote role focused on warm-lead conversations and coaching as you ramp. You’ll work with a structured day, no office required, and a pipeline built from warm leads to shorten ramp times.

Training precedes performance, and top performers have opportunities for leadership as they contribute to client outcomes with professionalism and a strong focus on follow-up and respectful communication.

Qualifications

• Experience in financial services or sales (remote)
• Ability to manage warm leads
• Strong communication skills

Responsibilities

• Follow up with leads promptly
• Maintain respectful communication with clients
• Support coaching and ramp-up efforts

Skills

Warm-lead conversations

Coaching

Remote work

Structured days

Fast learner

Professional communication

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