Remote Client Services Rep — Warm Leads, Growth Path

AO Garcia Agency; Woonsocket (RI); Remote; USD 60,000 - 90,000; 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 and coach clients as they ramp. This role emphasizes structured days and prompt follow-up, with no office required and training provided.

Ideal candidates will communicate professionally on video calls, respect clients, and thrive in a fast-paced environment. Remote work is available nationwide, with opportunities for leadership tracks for high performers.

Qualifications

• Experience with warm leads and financial services is a plus.
• Ability to follow up promptly with prospects and clients.
• Comfortable on video calls and maintaining a professional presence.

Responsibilities

• Follow up promptly with warm leads and nurture them through the funnel.
• Maintain a professional video presence during client interactions.
• Coach clients as they ramp and guide them toward informed decisions.

Skills

Warm leads

Prompt follow-up

Video presence

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as they ramp. This role emphasizes structured days and prompt follow-up, with no office required and training provided.

Ideal candidates will communicate professionally on video calls, respect clients, and thrive in a fast-paced environment. Remote work is available nationwide, with opportunities for leadership tracks for high performers.