Remote Client Success & Relations Lead

Aogarciaagency; Memphis (TN); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

No office needed

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads and coach clients as they ramp. This role emphasizes structured days, no office required, and a focus on helping families protect income and future.

You will handle warm conversations, stay on top of follow-ups, and quickly learn the tools needed to support clients from a home base. High performers have opportunities for leadership.

Qualifications

• Must be comfortable handling warm leads.
• Able to follow structured daily routines.
• Capable of coaching while ramping the ramp period.

Responsibilities

• Engage with warm-lead conversations remotely.
• Follow up promptly to schedule next steps.
• Learn tools quickly to support clients.

Skills

Warm leads

Structured days

Video presence

Learning tools

Job description

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads and coach clients as they ramp. This role emphasizes structured days, no office required, and a focus on helping families protect income and future.

You will handle warm conversations, stay on top of follow-ups, and quickly learn the tools needed to support clients from a home base. High performers have opportunities for leadership.