Remote Client Consultation Specialist

AO Garcia Agency; Dover (DE); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency in Dover, Delaware, seeks a remote financial-services specialist to talk to warm leads, structure days, and coach clients while you ramp. Remote work with no office requirement, thorough onboarding, and a clear path for high performers into leadership roles.

You will need strong follow-up, a professional video presence, quick learning on tools, and a respectful approach to clients. Join a results-driven team that values families protecting income and future, with structured days

Qualifications

• On-time follow-up with leads and clients.
• Maintain a clean video presence during remote interactions.
• Learn tools quickly to support clients and processes.
• Show respect for the client in all communications.

Responsibilities

• Engage in remote warm-lead conversations with clients.
• Provide coaching and guidance while ramping into the role.

Skills

On-time follow-up

Video presence

Fast learner

Respect for client

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