Remote Member Experience Specialist - Warm Leads

AO Garcia Agency; Cumberland (RI); Remote; USD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide clients through initial discussions. You will follow structured daily routines, deliver coached support during ramp-up, and contribute to a pipeline built on trusted conversations.

Successful candidates are strong communicators on video, quick learners of tools, and committed to client respect. High performers may access a leadership track with growth opportunities.

Qualifications

• Prompt follow-up with leads within agreed timeframes.
• Ability to present professionally on video calls.
• Quickly learn and adapt to new tools and processes.
• Demonstrates respect and client-centric communication.

Responsibilities

• Conduct warm-lead conversations for remote financial services.
• Provide coaching during ramp-up and ongoing development.
• Maintain structured daily schedules and clear client follow-ups.

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 to engage with warm leads and guide clients through initial discussions. You will follow structured daily routines, deliver coached support during ramp-up, and contribute to a pipeline built on trusted conversations.

Successful candidates are strong communicators on video, quick learners of tools, and committed to client respect. High performers may access a leadership track with growth opportunities.