Remote Client Relationship Specialist

AO Garcia Agency; Hilo (HI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Leadership track

Comprehensive training

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide prospects through the funnel. The role includes ramp-up coaching, structured days, and a pathway to leadership for top performers.

Training is provided before performance expectations begin, with no office required. Ideal candidates communicate clearly, learn quickly, and maintain a respectful approach to clients.

Qualifications

• Remote role in financial services with ramp-up coaching.

Responsibilities

• Engage with warm leads and follow up with prospects.
• Provide coaching during ramp-up period.

Skills

Warm lead handling

Coaching

Remote communication

Tools

CRM software

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide prospects through the funnel. The role includes ramp-up coaching, structured days, and a pathway to leadership for top performers.

Training is provided before performance expectations begin, with no office required. Ideal candidates communicate clearly, learn quickly, and maintain a respectful approach to clients.