Remote Client Services Leader: Warm Leads & Growth

AO Garcia Agency; College Park (MD); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach prospects as you ramp up. This role emphasizes structured days, no office required, and conversations with people who have already raised a hand.

You will be trained before performance expectations, benefit from a pipeline of warm leads, and top performers can pursue a leadership track. The position supports flexible scheduling and a focus on client outcomes within a dynamic virtual team.

Qualifications

• 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 to engage warm leads and coach prospects as you ramp up. This role emphasizes structured days, no office required, and conversations with people who have already raised a hand.

You will be trained before performance expectations, benefit from a pipeline of warm leads, and top performers can pursue a leadership track. The position supports flexible scheduling and a focus on client outcomes within a dynamic virtual team.