Remote Client Relations Advisor - Warm Leads, Growth Path

AO Garcia Agency; Spring Hill (TN); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp. You will work from home with no office to report to, focusing on client engagement and scalable processes.

As a top performer, you can progress toward leadership tracks while helping clients protect income and plan for the future. This position prioritizes momentum, reliability, and clear communication in a remote setting.

Qualifications

• Experience handling warm leads.
• Ability to follow up promptly with clients.
• Strong client-facing communication and professionalism.
• Willingness to learn tools quickly and adapt.

Responsibilities

• Engage in remote conversations with warm leads to guide decision making.
• Follow a structured daily schedule and participate in coaching during ramp-up.
• Maintain professional, respectful communication with clients and teammates.

Skills

Warm-lead handling

Remote communication

Coaching readiness

Job description

AO Garcia Agency is seeking a remote financial-services professional. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp. You will work from home with no office to report to, focusing on client engagement and scalable processes.

As a top performer, you can progress toward leadership tracks while helping clients protect income and plan for the future. This position prioritizes momentum, reliability, and clear communication in a remote setting.