Remote Client Relations Specialist — Warm Leads & Growth Path

AO Garcia Agency; Stillwater (OK); Remote; USD 48,000 - 72,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services role focused on turning warm leads into meaningful conversations and outcomes. The position emphasizes structured days, no office required, and coaching while you ramp to full effectiveness.

You’ll engage with prospects, follow up promptly, and maintain a professional video presence while delivering value to clients. This role rewards fast learners who respect clients and stay aligned with the firm's goals.

Qualifications

• Proven ability to follow up promptly with leads.
• Comfort presenting yourself well on video calls.
• Ability to learn new tools quickly and adapt.

Responsibilities

• Engage with warm leads and advance conversations remotely.
• Provide coaching guidance as you ramp with clients.
• Maintain structured daily workflow focused on outcomes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services role focused on turning warm leads into meaningful conversations and outcomes. The position emphasizes structured days, no office required, and coaching while you ramp to full effectiveness.

You’ll engage with prospects, follow up promptly, and maintain a professional video presence while delivering value to clients. This role rewards fast learners who respect clients and stay aligned with the firm's goals.