Entry-Level Remote Financial Services Associate

AO Garcia Agency; Oregon; Hybrid; USD 42,000 - 78,000; 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 teammate for a remote financial-services role focused on helping families. You will work with pre-qualified warm leads, participate in a training program, and build and service a client list while staying in a performance-driven environment.

Ideal candidates are self-starters who enjoy conversations, thrive on feedback, and can manage flexible hours. The next step is a short Zoom overview to align expectations.

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.

Next step is a short Zoom overview.