Remote Client Intake Specialist

Aogarciaagency; Juneau (AK); Remote; USD 65,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads, provide coaching as you ramp, and guide clients toward informed decisions.

This role emphasizes structured days, no office needed, and a clear training path. You’ll work with a pipeline of warm leads and have opportunities for advancement on a leadership track for top performers.

Qualifications

• We hire for timely follow-up and warm client interactions.
• Strong video presence and professional communication.
• Ability to quickly learn and use new tools.
• Respect for clients and confidentiality.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the 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