Client Needs Advisor - Remote

AO Garcia Agency; Barre (VT); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services specialist to work with warm leads and structured days. You will be coached as you ramp and help families protect income and future.

This role requires no office, a stable home base, and a focus on timely follow-up, quick learning, and respectful client interactions. Training precedes performance and leadership tracks await top performers.

Qualifications

• On-time follow-up with leads and clients.
• Maintains a professional video presence for remote interactions.
• Learns tools quickly to support client conversations.
• Shows respect for clients in all communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

CRM software

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