Remote Financial Services Coach — Warm Leads

Aogarciaagency; Kennewick (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and coach you through ramp-up. The role emphasizes structured days, on-time follow-up, and a client-first approach.

With no office required, you’ll train before performing, maintain professional video presence, and leverage a pipeline of warm leads with potential for leadership track for top performers.

Qualifications

• Strong ability to follow up promptly with leads.
• Professional video presence for client meetings.
• Ability to learn new tools quickly and adapt to systems.
• Respect for the client and their needs.

Skills

Warm leads

Video presence

Fast learner

Client respect

Job description

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and coach you through ramp-up. The role emphasizes structured days, on-time follow-up, and a client-first approach.

With no office required, you’ll train before performing, maintain professional video presence, and leverage a pipeline of warm leads with potential for leadership track for top performers.