Remote Client Support Specialist: Warm Leads & Coaching

AO Garcia Agency; Bath (ME); Remote; USD 52,000 - 78,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services associate to engage warm leads and coach clients as they ramp. This home-base role requires no office and emphasizes structured days, with coaching during ramp-up and a clear path for high performers into leadership tracks.

You will operate with warm leads, receive thorough training before performing, and focus on protecting families’ income and future through guided conversations and reliable follow-up.

Qualifications

• On-time follow-up with leads and clients.
• Maintains professional video presence for remote sessions.
• Quickly learns new tools and processes to support clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services associate to engage warm leads and coach clients as they ramp. This home-base role requires no office and emphasizes structured days, with coaching during ramp-up and a clear path for high performers into leadership tracks.

You will operate with warm leads, receive thorough training before performing, and focus on protecting families’ income and future through guided conversations and reliable follow-up.