Family Services Advisor - Remote

AO Garcia Agency; Myrtle Beach (SC); Remote; USD 40,000 - 100,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. The role emphasizes structured days, no office requirement, and a focus on families protecting income and future.

The position offers remote work with a pipeline of warm leads and opportunities for leadership for high performers.

Qualifications

• On-time follow-up with prospects or clients.
• Demonstrate a professional video presence in remote interactions.
• Ability to learn new tools and processes quickly.
• Demonstrate respect and empathy in client interactions.

Responsibilities

• Manage warm leads in a remote financial-services context.
• Guide conversations with a coaching approach while ramping.
• Maintain a structured daily workflow without a physical office.
• Build trust through consistent, professional communication.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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