Remote Client Success Coordinator — Warm Leads

Aogarciaagency; Murfreesboro (TN); Remote; USD 70,000 - 100,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and drive conversations from home. The role emphasizes structured days, coaching during ramp-up, and a strong client-centric approach, with no office required.

You will be trained before performing, ensuring you can reliably follow up and maintain a high standard of video presence for client interactions.

Qualifications

• Must demonstrate reliable follow-up with leads.
• Strong video presence for virtual conversations.
• Ability to learn new tools quickly and apply coaching.

Responsibilities

• Engage warm leads through remote conversations with a professional presence.
• Receive coaching during ramp-up and apply learning to daily tasks.
• Maintain respectful, client-focused communication in all interactions.

Skills

On-time follow-up

Video presence

Fast learning

Respect for client

Tools

CRM tools

Job description

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and drive conversations from home. The role emphasizes structured days, coaching during ramp-up, and a strong client-centric approach, with no office required.

You will be trained before performing, ensuring you can reliably follow up and maintain a high standard of video presence for client interactions.