Remote Financial Services Associate - Warm Leads & Growth

Aogarciaagency; Springfield (OR); Remote; USD 65,000 - 85,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads and coach clients while you ramp. This role emphasizes structured days and meaningful conversations without a fixed office.

You'll thrive in a remote setup, maintain timely follow-ups, and build trust with clients as part of a supportive team. No office required, home-based work with clear ramp expectations.

Qualifications

• On-time follow-up.
• Clean video presence.
• Fast learning on tools.
• Respect for the client.

Responsibilities

• Engage in warm-lead conversations with prospects.
• Follow coaching and ramp schedules to achieve targets.
• Maintain a structured daily workflow in a remote setup.
• Uphold respectful interactions with clients.

Skills

Communication skills

Active listening

Video presence

Fast learning

Job description

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads and coach clients while you ramp. This role emphasizes structured days and meaningful conversations without a fixed office.

You'll thrive in a remote setup, maintain timely follow-ups, and build trust with clients as part of a supportive team. No office required, home-based work with clear ramp expectations.