Remote Member Services Specialist – Warm Leads & Coaching

AO Garcia Agency; Town of Middletown (NY); A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days and coaching as you ramp. The role is office-free and location-flexible within the United States.

You will be trained before you are expected to perform and will build a client-focused pipeline from warm inquiries. Expect ongoing coaching, a clear performance path, and opportunities for leadership as you prove you can convert conversations into trusted financial solutions.

Formación

• On-time follow-up is essential.
• Maintain a clean video presence during interactions.
• Demonstrate fast learning on tools used for outreach and CRM.
• Show respect for the client in every engagement.

Responsabilidades

• Structured days with remote workflow.
• Conduct warm-lead conversations with prospects.
• Provide coaching while ramping to performance.

Conocimientos

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Descripción del empleo

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads with structured days and coaching as you ramp. The role is office-free and location-flexible within the United States.

You will be trained before you are expected to perform and will build a client-focused pipeline from warm inquiries. Expect ongoing coaching, a clear performance path, and opportunities for leadership as you prove you can convert conversations into trusted financial solutions.