Remote Onboarding Specialist: Warm Leads & Growth

AO Garcia Agency; Rochester (NH); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is recruiting for a remote financial-services role based in New Hampshire. You will engage with warm leads, conduct conversations, and ramp with coaching while you ramp. The role emphasizes timely follow-ups, a strong video presence, and a fast ability to learn tools for client engagement.

Ideal candidates demonstrate professionalism, trust, and a customer-first mindset, thriving in a structured, fully remote setting with ongoing coaching and support.

Qualifications

• Must be able to follow up promptly on warm leads.
• Ability to maintain a professional video presence during calls.
• Quickly learn and adapt to CRM and other sales tools.
• Demonstrate respect and empathy for clients in every interaction.

Responsibilities

• Follow up promptly on warm leads to advance conversations.
• Engage with prospects via remote, structured calls and coaching during ramp.
• Maintain professional video presence during meetings and demos.

Skills

Warm leads

Video presence

Fast tool learning

Client respect

Job description

AO Garcia Agency is recruiting for a remote financial-services role based in New Hampshire. You will engage with warm leads, conduct conversations, and ramp with coaching while you ramp. The role emphasizes timely follow-ups, a strong video presence, and a fast ability to learn tools for client engagement.

Ideal candidates demonstrate professionalism, trust, and a customer-first mindset, thriving in a structured, fully remote setting with ongoing coaching and support.