Remote Client Experience Manager

AO Garcia Agency; United States; À distance; USD 55 000 - 85 000; Plein temps

Résumé du poste

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and coach clients as they ramp. The role emphasizes structured days, no office required, and a focus on thoughtful service.

You'll be trained before performing, follow up promptly, and maintain a professional video presence while you learn the tools needed to succeed in a fast-paced, remote environment.

Responsabilités

• Engage with warm leads in a remote setting and guide them through financial-service options.
• Maintain a structured daily schedule with disciplined follow-up on outreach tasks.
• Participate in ramp training, coaching, and gradual ownership of client conversations.
• Demonstrate a professional video presence and respectful client interaction.

Description du poste

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