Entry-Level Remote Financial Services Associate

Aogarciaagency; Williston (ND); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding and training

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with inquirers, map protection options, and guide clients through a simple enrollment path. You will build and maintain a client list while leveraging pre-qualified warm leads.

The role emphasizes coaching, performance in a supportive training system, and flexible hours. A strong communicator who enjoys helping families will thrive in this environment.

Qualifications

• Self-starter with a willingness to learn and adapt.
• Comfort working in a performance-driven environment.

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.

Skills

Communication

Self-starter

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.