Remote Client Services Associate - Warm Leads & Coaching

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, nurture conversations, and coach clients as you ramp. The role emphasizes structured days, no office required, and a clear point of value for families protecting income and future.

You will be trained before performing, work with warm pipelines, and top performers may pursue leadership tracks. This is a remote, customer-facing opportunity designed for self-motivated teammates who excel in fast-paced

Qualifications

• Must demonstrate ability to follow up promptly with leads.
• Ability to present professionally on video calls.
• Quickly learn and adapt to sales tools and processes.
• Respect for clients and their financial needs.

Responsibilities

• Engage warm leads and guide conversations toward next steps.
• Maintain structured daily workflow for remote outreach.
• Provide coaching and support as you ramp with the team.

Skills

Follow-up discipline

Video presence

Tools learning agility

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, nurture conversations, and coach clients as you ramp. The role emphasizes structured days, no office required, and a clear point of value for families protecting income and future.

You will be trained before performing, work with warm pipelines, and top performers may pursue leadership tracks. This is a remote, customer-facing opportunity designed for self-motivated teammates who excel in fast-paced