Family Services Advisor - Remote

AO Garcia Agency; Aurora (IL); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads and a proven training system. This role is built for competitive and coachable individuals who want a long-term career and are comfortable with ongoing feedback.

Daily work includes speaking with information-seeking clients, mapping protection options, guiding enrollments, and building a serviced client list. The position offers flexible hours, remote tools, onboarding, and mentorship to help you grow.

Qualifications

• Self-starters who like helping families and can handle a performance 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

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.