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Fully Remote - Client Needs Navigator

@ AO Garcia Agency

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Coquitlam, British Columbia

Remote
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Overview

AO Garcia Agency is hiring a fully remote Client Needs Navigator to speak with warm leads who already requested information about financial protection products. The role involves structured daily calls with prospective clients and coaching during a training ramp period. The posting states that the work is fully remote with no office required, and that training comes before performance expectations.

Responsibilities:

  • Hold structured calls with warm leads
  • Follow up on time with prospective clients
  • Learn and use company tools during training
  • Receive coaching while ramping up

Requirements summary:

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

Tools & skills

Zoom
Source and dates

Employer career site / ATS feed · lever

Employer posting date
2026-11-05
First seen by our source
2026-11-05
Source record updated
2026-11-05

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentSales
Travelair: none · ground: none
Work settingHome
PositionMostly sitting
Physical demandsphysical low · computer high

Summary and details written by AI from the posting; the employer’s posting is the authority.

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AO Garcia Agency

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Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Other recorded names
  • AO Garcia Agency
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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

Apply now. Zoom interview.

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