Remote Client Solutions Representative

AO Garcia Agency; Asheville (NC); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage in warm-lead conversations and coach clients as you ramp. The role emphasizes structured days, remote work, and a pipeline built on warm leads. Early coaching and a focus on helping families protect income are key elements.

Successful candidates will follow up promptly, maintain a clean video presence, learn new tools quickly, and treat clients with the utmost respect.

Qualifications

• On-time follow-up as a core duty.
• Maintain a clean, professional video presence in client interactions.
• Demonstrate fast learning on new tools and processes.
• Treat clients with respect and professionalism.

Responsibilities

• Engage in warm-lead conversations with prospective clients.
• Work remotely with structured daily routines and coaching while ramping.
• Provide coaching and support to clients as they progress.
• Help families safeguard income and future through financial-services guidance.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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