Family Needs Assessment Advisor - Remote

AO Garcia Agency; Asheville (NC); Remote; USD 42,000 - 64,000; 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 seeks a remote financial-services professional to work with warm leads. The role focuses on coaching clients, educating them about protection options, and building a loyal client list while delivering high-touch service.

Daily work includes speaking with information-seeking individuals, mapping needs, running enrollment flows, and maintaining a productive client roster within a flexible, performance-driven environment.

Qualifications

• Self-starters who can thrive in a performance-driven environment.
• Willingness to receive feedback and be coached.
• Ability to help families with information and enrollment processes.

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

Self-starter

Coachable

Client service

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.