Family Needs Assessment Advisor - Remote

AO Garcia Agency; Hastings (NE); Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide prospects through the sales process with structured days and coaching during ramp.

Join a results-focused team with no office required, emphasizing timely follow-up, client respect, and rapid learning of tools to support client income protection initiatives.

Qualifikationen

• Candidates should demonstrate ability to maintain on-time follow-up with clients
• Comfort presenting via video/digital channels and maintain professional video presence
• Ability to learn tools quickly and apply coaching effectively

Aufgaben

• Engage warm leads through remote conversations
• Participate in coaching during ramp-up to reach target performance
• Maintain structured daily routines to maximize productivity
• Demonstrate respect and professionalism in all client interactions

Kenntnisse

Warm follow-up

Video presence

Fast learning

Client respect

Jobbeschreibung

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