Financial Services Associate - Work From Home

AO Garcia Agency; Laurel (MD); Remote; USD 42,000 - 72,000; Full time

Job summary

AO Garcia Agency is seeking motivated individuals for a fully remote role with upside. You’ll work with warm leads who have already requested information on financial-protection options.

You will be trained, coached, and measured on activity and results, with interviews held on Zoom. The position offers remote work, a structured process to follow, coaching from experienced staff, and a potential leadership path for top performers.

Qualifications

• Take conversations from warm leads, no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Responsibilities

• Take requested conversations with warm leads (no cold lists).
• Explain benefit options clearly and succinctly.
• Help clients enroll when it is a fit for them.
• Maintain a consistent follow-up rhythm with prospects.

Skills

On-camera

Coachable

Competitive

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.