Remote Client Services Lead - Warm Leads

AO Garcia Agency; Noblesville (IN); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency in Noblesville, IN is hiring for a remote financial-services role focused on warm-lead conversations and coaching clients as they ramp. The position emphasizes structured days, client-first communication, and a high standard of service.

You will engage with qualified leads remotely, learn our tools quickly, and maintain a professional video presence while building trust with clients. This role offers growth toward leadership for top performers.

Qualifications

• Ability to manage timely follow-up with leads.
• Strong video presence and professional communication.
• Ability to learn new tools quickly.
• Respect for clients and confidentiality.

Responsibilities

• Conduct remote warm lead conversations.
• Coach clients while ramping and provide guidance.
• Maintain structured daily workflow and record keeping.
• Protect families by discussing income protection options.

Skills

Warm leads

Lead qualification

Video presence

Fast learner

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency in Noblesville, IN is hiring for a remote financial-services role focused on warm-lead conversations and coaching clients as they ramp. The position emphasizes structured days, client-first communication, and a high standard of service.

You will engage with qualified leads remotely, learn our tools quickly, and maintain a professional video presence while building trust with clients. This role offers growth toward leadership for top performers.