Remote Client Onboarding & Growth Coach

AO Garcia Agency; Morristown (VT); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads from anywhere in the United States. The role offers structured days, built-in coaching during ramp-up, and no office is required.

You will be trained before you are expected to perform and your pipeline is comprised of warm leads. High performers have a leadership track as you help families protect income and future prospects.

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• You are trained before you are expected to perform.
• Your pipeline consists of warm leads and you will ramp with coaching.

Responsibilities

• Conduct warm lead conversations remotely.
• Follow up promptly with leads.
• Maintain professional video presence during interactions.
• Learn and apply tools quickly to support clients.

Skills

Warm leads handling

Coaching

Remote communication

Fast learner

Video presence

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads from anywhere in the United States. The role offers structured days, built-in coaching during ramp-up, and no office is required.

You will be trained before you are expected to perform and your pipeline is comprised of warm leads. High performers have a leadership track as you help families protect income and future prospects.