Remote Part-Time Client Onboarding Pro — Warm Leads

AO Garcia Agency; Rochester Hills (MI); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services representative to engage warm leads and guide clients through the initial onboarding process. Workdays are structured, with coaching provided during ramp-up; top performers have a leadership path and no office is required.

This remote role emphasizes high-quality client interactions, disciplined follow-up, and the ability to learn new tools quickly while delivering value to families seeking financial protection.

Responsibilities

• Engage warm leads for remote financial-services conversations.
• Structure daily workflow and provide coaching during ramp-up.
• Maintain prompt follow-ups and accurate lead tracking.
• Support clients with clear, professional communication while working remotely.

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 representative to engage warm leads and guide clients through the initial onboarding process. Workdays are structured, with coaching provided during ramp-up; top performers have a leadership path and no office is required.

This remote role emphasizes high-quality client interactions, disciplined follow-up, and the ability to learn new tools quickly while delivering value to families seeking financial protection.