Remote Member Experience Advocate

AO Garcia Agency; Concord (NC); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide clients as they ramp. The role emphasizes structured days, coaching during ramp, and a client-first approach. The position is fully remote with no office requirement.

We offer a growth path for high performers through leadership opportunities and ongoing training to ensure success from day one.

Qualifications

• Structured days and disciplined workflow
• Ability to handle warm leads with professionalism
• Quick learner of tools and processes
• Strong respect for clients and service orientation

Responsibilities

• Engage with warm leads and guide conversations in a remote setting
• Provide coaching and ramp-up support to new clients
• Maintain consistent follow-up and clear communication with clients

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide clients as they ramp. The role emphasizes structured days, coaching during ramp, and a client-first approach. The position is fully remote with no office requirement.

We offer a growth path for high performers through leadership opportunities and ongoing training to ensure success from day one.