Remote Policy Guidance Specialist (Warm Leads)

AO Garcia Agency; United States; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is hiring for a remote financial-services role. You will engage with warm leads, follow up promptly, and receive coaching while you ramp. The position emphasizes structured days and a strong client-first approach.

There is no office requirement, and high performers have a defined leadership track as you demonstrate impact through results. This is a remote role with flexible, home-based work.

Qualifications

• Remote financial-services role requiring reliable follow-up.
• Ability to present professionally on video calls.
• Quickly learn and use tools used in client outreach.

Responsibilities

• Conduct warm-lead conversations with potential clients.
• Coach and ramp up as you start in the role.
• Maintain high-quality client interactions and follow-up.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

Remote work tools

Job description

AO Garcia Agency is hiring for a remote financial-services role. You will engage with warm leads, follow up promptly, and receive coaching while you ramp. The position emphasizes structured days and a strong client-first approach.

There is no office requirement, and high performers have a defined leadership track as you demonstrate impact through results. This is a remote role with flexible, home-based work.