Remote Client Success Lead: Warm Leads & Coaching

AO Garcia Agency; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and coach clients as they ramp. The role emphasizes structured days, no office required, and a focus on thoughtful service.

You'll be trained before performing, follow up promptly, and maintain a professional video presence while you learn the tools needed to succeed in a fast-paced, remote environment.

Responsibilities

• Engage with warm leads in a remote setting and guide them through financial-service options.
• Maintain a structured daily schedule with disciplined follow-up on outreach tasks.
• Participate in ramp training, coaching, and gradual ownership of client conversations.
• Demonstrate a professional video presence and respectful client interaction.

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and coach clients as they ramp. The role emphasizes structured days, no office required, and a focus on thoughtful service.

You'll be trained before performing, follow up promptly, and maintain a professional video presence while you learn the tools needed to succeed in a fast-paced, remote environment.