Remote Client Success Pro — Warm Leads, Real Impact

AO Garcia Agency; Anaheim (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide conversations from onboarding through ramp. You'll work with structured days, receive coaching before you perform, and have a clear path to leadership for high performers as you demonstrate results.

There is no office requirement, and you can operate from California or anywhere with reliable internet. The role emphasizes timely follow-up, professional video presence, and respectful client

Qualifications

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching provided during ramp-up before performing independently.
• Pipeline consists of warm leads to engage with clients.
• High performers have a leadership track and growth opportunities.

Skills

Warm leads

Video presence

Fast learner

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide conversations from onboarding through ramp. You'll work with structured days, receive coaching before you perform, and have a clear path to leadership for high performers as you demonstrate results.

There is no office requirement, and you can operate from California or anywhere with reliable internet. The role emphasizes timely follow-up, professional video presence, and respectful client