Remote Client Intake Specialist – Warm Leads & Growth

Aogarciaagency; Avondale (AZ); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency in the United States is seeking a remote financial-services professional. The role features structured days, warm-lead conversations, and coaching as you ramp to protect clients’ income and future.

No office is required; you’ll rely on a home setup and a professional video presence. Expect fast learning on tools, diligent follow-up, and respectful client service. Top performers may access a leadership track.

Qualifications

• Experience in financial services or sales is a plus.
• Strong communication and follow-up skills.

Responsibilities

• Engage warm leads via video or phone and document interactions.
• Provide coaching and guidance while ramping up with clients.

Skills

Warm leads handling

Remote communication

Coaching clients

Fast learning

Job description

Aogarciaagency in the United States is seeking a remote financial-services professional. The role features structured days, warm-lead conversations, and coaching as you ramp to protect clients’ income and future.

No office is required; you’ll rely on a home setup and a professional video presence. Expect fast learning on tools, diligent follow-up, and respectful client service. Top performers may access a leadership track.