Virtual Client Services Associate

AO Garcia Agency; Bethlehem (Northampton County); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, nurture conversations, and coach clients as you ramp. The role emphasizes structured days, no office required, and a clear point of value for families protecting income and future.

You will be trained before performing, work with warm pipelines, and top performers may pursue leadership tracks. This is a remote, customer-facing opportunity designed for self-motivated teammates who excel in fast-paced

Qualifications

• Must demonstrate ability to follow up promptly with leads.
• Ability to present professionally on video calls.
• Quickly learn and adapt to sales tools and processes.
• Respect for clients and their financial needs.

Responsibilities

• Engage warm leads and guide conversations toward next steps.
• Maintain structured daily workflow for remote outreach.
• Provide coaching and support as you ramp with the team.

Skills

Follow-up discipline

Video presence

Tools learning agility

Client respect

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