Remote Member Experience Specialist — Warm Leads

AO Garcia Agency; Boulder (CO); Remote; USD 60,000 - 100,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services role focused on warm-lead conversations and structured days. You’ll be coached as you ramp and your pipeline consists of warm leads, with opportunities for leadership for top performers.

The position emphasizes training before performance, no office requirement, and a strong client-first mindset to protect income and future for families.

Qualifications

• Must follow up promptly with leads.
• Maintain a clean, professional video presence during calls.
• Demonstrate the ability to learn new tools quickly.
• Treat clients with respect and maintain trust.

Responsibilities

• Engage in remote conversations with warm leads.
• Provide coaching and guidance as you ramp.
• Maintain structured daily activities and pipelines.

Skills

On-time follow-up

Video presence

Fast learning

Client respect

Job description

AO Garcia Agency is seeking a remote financial-services role focused on warm-lead conversations and structured days. You’ll be coached as you ramp and your pipeline consists of warm leads, with opportunities for leadership for top performers.

The position emphasizes training before performance, no office requirement, and a strong client-first mindset to protect income and future for families.