Remote Financial Services Consultant - Warm-Lead Coach

AO Garcia Agency; Columbus (NE); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services specialist to engage in warm-lead conversations and structured daily routines. You will be coached during ramp-up and operate without a physical office, enabling flexible work with accountability.

The role emphasizes prompt follow-up, a strong video presence, fast learning of tools, and a respectful approach to clients, with clear expectations for performance and growth opportunities.

Qualifications

• Prompt and reliable follow-up with prospects.
• Maintain a clean, professional video presence during interactions.
• Ability to quickly learn new tools and workflows.
• Respect and protect client information and privacy.

Responsibilities

• Engage in warm-lead conversations with prospective clients.
• Structure daily work days to maximize productivity.
• Receive coaching and ramp-up support to reach performance goals.
• Collaborate remotely with the team to meet targets.

Skills

Follow-up on leads

Video presence

Fast learning on tools

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services specialist to engage in warm-lead conversations and structured daily routines. You will be coached during ramp-up and operate without a physical office, enabling flexible work with accountability.

The role emphasizes prompt follow-up, a strong video presence, fast learning of tools, and a respectful approach to clients, with clear expectations for performance and growth opportunities.