Remote Client Intake Specialist — Warm Leads & Growth

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

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.