Remote Client Success Specialist

AO Garcia Agency; Gresham (OR); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is hiring a remote financial-services professional to engage with warm leads, run structured days, and receive coaching while you ramp. You’ll talk with people who have already raised a hand, building trust and guiding them toward clear financial options without cold-calling.

There’s no office to report to, and your pipeline is warm by design. You’ll be trained before you perform, with a path to leadership for high performers who demonstrate consistent results and client respect.

Qualifications

• On-time follow-up is expected.
• Clean video presence during calls.
• Fast learning on tools and processes.
• Respect for the client in all interactions.

Skills

Communication

Lead generation

Coaching

Remote work

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency is hiring a remote financial-services professional to engage with warm leads, run structured days, and receive coaching while you ramp. You’ll talk with people who have already raised a hand, building trust and guiding them toward clear financial options without cold-calling.

There’s no office to report to, and your pipeline is warm by design. You’ll be trained before you perform, with a path to leadership for high performers who demonstrate consistent results and client respect.