Remote Client Experience Specialist — Warm Leads

AO Garcia Agency; New Iberia (LA); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency seeks a remote financial-services professional to engage warm leads with timely follow-ups and structured days. Training will precede performance expectations, and coaching will accompany ramp-up as you handle a steady pipeline of warm prospects.

In this remote role, you will maintain a professional video presence, learn tools quickly, and respect clients while delivering value. Growth tracks may exist for top performers, with no office required.

Qualifications

• On-time follow-up is essential for customer interactions.
• Clean, professional video presence is required for remote communications.
• Ability to quickly learn and adapt to new tools is needed.
• Respect and client-centric approach are prioritized.

Responsibilities

• Conduct warm-lead conversations with prospects.
• Provide coaching while ramping in the role.
• Structure your workdays for productive client interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency seeks a remote financial-services professional to engage warm leads with timely follow-ups and structured days. Training will precede performance expectations, and coaching will accompany ramp-up as you handle a steady pipeline of warm prospects.

In this remote role, you will maintain a professional video presence, learn tools quickly, and respect clients while delivering value. Growth tracks may exist for top performers, with no office required.