Remote Client Services Representative | Flexible Schedule

AO Garcia Agency; St. Louis (MO); Hybrid; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services professional to engage warm leads and guide conversations from first contact through closure. The role emphasizes structured days, coaching as you ramp, and a client-first approach that protects families’ income and future.

You’ll work remotely with no office to maintain, receive training before performance targets, and have a clear path to leadership based on results.

Qualifications

• Clear communication with remote clients.
• Ability to manage multiple warm leads with professionalism.
• Adaptability to training and coaching processes.

Responsibilities

• Engage warm leads and drive conversations.
• Follow up promptly to move opportunities forward.
• Represent the client’s needs with integrity and respect.

Skills

Timely follow-up

Video presence

Learning agility

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client