Family Needs Assessment Advisor - Remote

Aogarciaagency; Mobile (AL); Remote; USD 45,000 - 75,000; Full time

Job summary

Aogarciaagency in the United States is hiring for a remote financial-services role focused on warm-lead conversations and coaching while you ramp.

No office is required. You will receive structured days, training before performance, and a pipeline of warm leads; high performers have the opportunity to advance along a leadership track.

Qualifications

• Client-facing role in financial services preferred.
• Ability to learn new tools quickly and adapt to remote workflows.
• Strong communication and professional video presence during calls.

Responsibilities

• Maintain timely follow-up with clients and leads.
• Engage in warm conversations with qualified prospects.
• Provide coaching and guidance while ramping in the role.
• Maintain a professional video presence during virtual interactions.

Skills

Clean video presence

Fast learning on tools

Respect for the client

On-time follow-up

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