Client Needs Advisor - Remote

AO Garcia Agency; Ely (NV); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a motivated, coachable remote financial-services specialist to engage with people who requested information, map their protection needs, and guide them through a simple enrollment flow. You will build and service a growing client list while operating in a supportive, mentorship-driven environment.

The role emphasizes taking feedback, working with pre-qualified warm leads, and leveraging step-by-step onboarding and remote tools.

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.

Next step is a short Zoom overview.