Remote Financial Services Sales Pro — Warm Leads

AO Garcia Agency; Lenexa (KS); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching during ramp-up. You will engage with prepared leads and support clients with clarity and professionalism.

Ideal candidates demonstrate punctual follow-up, a strong video presence for virtual touchpoints, and quick adaptability to new tools while respecting client needs and outcomes.

Qualifications

• Remote role in financial services with structured days.
• Requires ability to follow up promptly and professionally.
• Able to learn new tools quickly and apply them on the job.

Responsibilities

• Engage with warm leads and manage conversations.
• Coaching support while ramping and during daily activities.

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 professional in the United States. The role emphasizes structured days, warm-lead conversations, and coaching during ramp-up. You will engage with prepared leads and support clients with clarity and professionalism.

Ideal candidates demonstrate punctual follow-up, a strong video presence for virtual touchpoints, and quick adaptability to new tools while respecting client needs and outcomes.