Remote Client Engagement Specialist — Warm Leads & Growth

AO Garcia Agency; Overland Park (KS); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads, benefiting from structured days, coaching while you ramp, and a strong emphasis on client care. No office is required, and the role centers on timely follow-up and clear, professional communication.

You'll be trained before performing and will have a pathway for high performers into leadership positions, with a focus on serving families and protecting income futures.

Qualifications

• Must follow up with prospects promptly.
• Maintain a professional video presence during virtual meetings.
• Fast learner of CRM and sales tools.

Responsibilities

• Engage with warm leads to qualify interest and set appointments.
• Provide coaching and support as you ramp, ensuring smooth handoffs to clients.
• Maintain a client-first approach and uphold respectful communication.

Job description

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads, benefiting from structured days, coaching while you ramp, and a strong emphasis on client care. No office is required, and the role centers on timely follow-up and clear, professional communication.

You'll be trained before performing and will have a pathway for high performers into leadership positions, with a focus on serving families and protecting income futures.