Remote Client Advisor - Financial Services (Warm Leads)

AO Garcia Agency; Ottawa; Remote; CAD 55,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services sales role built around warm leads and a structured training system. If you are competitive, coachable, and eager to grow, this position offers a long-term career path with ongoing mentorship and flexible hours.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a serviced client list.

Qualifications

• Self-motivation and resilience to perform in a remote environment.
• Willingness to be coached and grow within a structured program.
• Strong communication and active listening to understand client needs.

Responsibilities

• Speak with information-seeking clients and provide clear guidance.
• Map client needs to available protection options.
• Run a simple enrollment flow with accuracy and empathy.
• Build and service a growing client list for long-term relationships.

Skills

Self-motivation

Coachable

Communication skills

Job description

AO Garcia Agency is seeking a remote financial-services sales role built around warm leads and a structured training system. If you are competitive, coachable, and eager to grow, this position offers a long-term career path with ongoing mentorship and flexible hours.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding enrollment, and building a serviced client list.