Remote Client Intake Specialist

AO Garcia Agency; Boulder City (NV); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote professional for a financial-services role. You will work with warm leads, follow structured daily routines, and receive coaching as you ramp. There is no office requirement, letting you work from anywhere within the country.

Top performers have a clear leadership track, and the role emphasizes timely follow-up, professional video presence, rapid tool adaptation, and respectful client interactions.

Qualifications

• On-time follow-up (required)
• Clean video presence (required)
• Fast learning on tools (required)
• Respect for the client (required)

Responsibilities

• Engage warm leads via structured daily routines with coaching while you ramp up.

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