Remote Member Account Specialist

AO Garcia Agency; Gresham (OR); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is hiring a remote financial-services professional to engage with warm leads, run structured days, and receive coaching while you ramp. You’ll talk with people who have already raised a hand, building trust and guiding them toward clear financial options without cold-calling.

There’s no office to report to, and your pipeline is warm by design. You’ll be trained before you perform, with a path to leadership for high performers who demonstrate consistent results and client respect.

Qualifications

• On-time follow-up is expected.
• Clean video presence during calls.
• Fast learning on tools and processes.
• Respect for the client in all interactions.

Skills

Communication

Lead generation

Coaching

Remote work

Tools

CRM software

Video conferencing

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

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