Work From Home - Client Services Coordinator

AO Garcia Agency; Salem (OR); A distancia; USD 50.000 - 70.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a remote financial-services professional. The role emphasizes structured days, warm-lead conversations, and coaching while you ramp. No office is required, and the focus is on meaningful engagement with families aiming to protect income and future.

We value prompt follow-up, a strong video presence, quick tool-learning, and unwavering respect for clients. Training is provided to help you succeed and advance toward leadership as you excel.

Formación

• Must follow up promptly with leads.
• Maintain professional video presence for virtual meetings.
• Able to quickly learn and adapt to new tools and processes.
• Consistently respectful and client-focused communication.

Conocimientos

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Descripción del empleo

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