Remote Client Solutions Specialist - Warm Leads & Growth

AO Garcia Agency; Asheville (NC); À distance; USD 40 000 - 70 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Description du poste

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.