Remote Policyholder Support Specialist: Warm Leads & Growth

Aogarciaagency; Pawtucket (RI); Remote; USD 60,000 - 80,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services specialist in the United States. You will talk to warm leads, learn the tools, and coach while you ramp, with structured days and no office required.

You’ll be evaluated on timely follow-up, a clean video presence, fast tool adoption, and respectful client interactions. This role offers ramping training and a leadership track for high performers.

Qualifications

• Attention to follow-up with warm leads
• Ability to adapt quickly to tools and processes
• Professional video presence for client interactions
• Respectful and client-focused communication

Responsibilities

• Engage with warm leads and follow up promptly with prospects.

Skills

Warm leads

On-time follow-up

Video presence

Fast learning

Job description

Aogarciaagency is seeking a remote financial-services specialist in the United States. You will talk to warm leads, learn the tools, and coach while you ramp, with structured days and no office required.

You’ll be evaluated on timely follow-up, a clean video presence, fast tool adoption, and respectful client interactions. This role offers ramping training and a leadership track for high performers.