Client Needs Advisor - Remote

Aogarciaagency; Richmond (KY); Remote; USD 55,000 - 85,000; Full time

Job summary

Aogarciaagency is hiring for a remote financial-services role. The position emphasizes structured days, warm-lead conversations, and coaching as you ramp. There is no office requirement, and you’ll work from home with families in mind and a focus on protecting income and future stability.

Based in the United States, the role leverages a warm leads pipeline and opportunities for growth within a leadership track for high performers.

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