Client Needs Advisor - Remote

AO Garcia Agency; Jackson (WY); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding guidance

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services seat built around warm leads and a structured training system. This role rewards competitive individuals who welcome coaching and see it as a long-term career path. If you prefer no conversations, this role will not suit you.

You will speak with people seeking information, map their needs to suitable protection options, run enrollment flows, and build a serviced client list, all within a supportive mentorship framework and flexible hours.

Responsibilities

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

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.