Client Needs Advisor - Remote

AO Garcia Agency; Twin Falls (ID); Remote; USD 40,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking candidates for a remote financial-services role with a structured day and warm-lead conversations while you ramp.

You will be trained before performing and have no office requirement, with a pipeline built from warm leads. This remote position offers flexibility and growth opportunities within the company.

Responsibilities

• Handle warm-lead conversations with clients
• Structured daily schedule for remote work
• Coaching and ramp-up support for new hires

Skills

On-time follow-up

Video presence

Fast learning

Respect for client

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