Remote Client Services Coordinator

AO Garcia Agency; Salem (OR); Remote; USD 50,000 - 70,000; 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. No office is required, and the focus is on meaningful engagement with families aiming to protect income and future.

We value prompt follow-up, a strong video presence, quick tool-learning, and unwavering respect for clients. Training is provided to help you succeed and advance toward leadership as you excel.

Qualifications

• Must follow up promptly with leads.
• Maintain professional video presence for virtual meetings.
• Able to quickly learn and adapt to new tools and processes.
• Consistently respectful and client-focused communication.

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 professional. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp. No office is required, and the focus is on meaningful engagement with families aiming to protect income and future.

We value prompt follow-up, a strong video presence, quick tool-learning, and unwavering respect for clients. Training is provided to help you succeed and advance toward leadership as you excel.