Client Needs Advisor - Remote

AO Garcia Agency; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional. The role emphasizes structured days, warm-lead conversations, and coaching as you ramp to productive performance.

Focus is on on-time follow-up, clean video presence, fast learning on tools, and respectful client interactions, with opportunity for growth for high performers through a leadership track.

Qualifications

• On-time follow-up is required.
• Clean video presence during remote calls.
• Fast learning on tools used for outreach and coaching.
• Respect for the client in all interactions.

Responsibilities

• Remote financial-services role with structured days, warm-lead conversations, coaching while you ramp.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the 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