Remote Client Success Specialist (Warm Leads)

AO Garcia Agency; Richmond (KY); Remote; USD 40,000 - 55,000; Full time

Benefits offered by this job

Web conference meetings from home

FT/PT options

No cold calling

Written training plus live coaching

Advancement for top performers

Job summary

AO Garcia Agency is seeking a remote worker to handle warm leads from home. The role offers full-time or part-time options, no cold calling, and structured written training plus live coaching.

You will spend your day in meetings, delivering plain-language explanations, and following up with families while keeping accurate notes and schedules. Zoom interviews are used, and there is potential for advancement for high performers who meet or exceed their targets.

Responsibilities

• Attend meetings and provide scheduling notes.
• Give plain-language explanations to clients and families.
• Perform timely follow-ups with leads and families.
• Maintain notes and scheduling in the CRM or calendar.

Job description

AO Garcia Agency is seeking a remote worker to handle warm leads from home. The role offers full-time or part-time options, no cold calling, and structured written training plus live coaching.

You will spend your day in meetings, delivering plain-language explanations, and following up with families while keeping accurate notes and schedules. Zoom interviews are used, and there is potential for advancement for high performers who meet or exceed their targets.