Remote Client Intake Specialist

Aogarciaagency; Watford City (ND); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency in the United States is hiring for a remote financial-services role with structured days and warm-lead conversations, plus coaching as you ramp. The position emphasizes client-first service and efficient, guided onboarding designed to build confidence quickly.

There is no office requirement, allowing you to work from home while staying connected with clients through video. A clear path for high performers includes a leadership track and ongoing professional development.

Qualifications

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

Responsibilities

• 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