Remote Financial Services Engagement Specialist

AO Garcia Agency; Johnson City (TN); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach while you ramp, and guide clients toward informed financial decisions.

This fully remote role requires no office, offers structured days, and a clear path for high performers to enter leadership tracks as you demonstrate results.

You will receive strong onboarding and training to start confidently from day one, with emphasis on timely follow-up, client respect, and consistent performance.

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach while you ramp, and guide clients toward informed financial decisions.

This fully remote role requires no office, offers structured days, and a clear path for high performers to enter leadership tracks as you demonstrate results.

You will receive strong onboarding and training to start confidently from day one, with emphasis on timely follow-up, client respect, and consistent performance.