Remote Client Services Rep – Warm Leads, Financial Solutions

AO Garcia Agency; Westminster (CO); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching as you ramp. You will engage with leads who have already shown interest and work to move them toward confident decisions.

This position offers no office requirement, clear training, and a path for high performers into leadership. You’ll build trust with clients by delivering consistent follow-up and respectful service in a fully

Qualifications

• Lead handling skills with warm leads.
• Strong video presence for client interactions.
• Fast learner capable of adopting new tools and processes.

Responsibilities

• Conduct remote warm-lead conversations to move opportunities forward.
• Provide coaching and support to new hires while ramping in the role.

Skills

Lead handling

Video presence

Fast learning

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching as you ramp. You will engage with leads who have already shown interest and work to move them toward confident decisions.

This position offers no office requirement, clear training, and a path for high performers into leadership. You’ll build trust with clients by delivering consistent follow-up and respectful service in a fully