Remote Team Lead - Client Services

AO Garcia Agency; Kent (WA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Coaching during ramp

Structured days

Job summary

AO Garcia Agency is seeking a remote financial-services professional in Washington state to engage with warm leads, provide coaching during ramp, and maintain structured daily routines. The role emphasizes timely follow-ups, client respect, and strong communication skills.

The position offers a remote setup with no office requirement, a clear training path, and opportunities to advance for high performers who demonstrate leadership potential.

Qualifications

• Prompt follow-up with leads and clients.
• Professional video presence for remote interactions.
• Quickly learning new tools and processes.
• Respectful, client-centered communication.

Responsibilities

• Conduct warm-lead conversations with clients in a remote financial-services role.
• Engage with customers through structured days and coaching while ramping.
• Maintain professional, timely follow-ups to protect client income and future.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client