Financial Services Associate - Work From Home

AO Garcia Agency; Ames (IA); Remote; USD 28,000 - 39,000; 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 is seeking a remote financial-services seat focused on warm leads and a structured training system. You will engage with interested individuals, map protective needs, guide enrollment steps, and build a client list while benefiting from ongoing mentorship and flexible hours.

Success requires being coachable, self-starting, and comfortable in a performance-driven environment. A Zoom overview is the next step in the process.

Qualifications

• Remote work with warm leads and coaching provided.
• Ability to follow a training system and take feedback.
• Enjoy helping families and performing in a results-driven 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.

Next step is a short Zoom overview.