Financial Services Associate - Work From Home

Aogarciaagency; Mount Carmel Township (PA); Remote; USD 70,000 - 95,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services advocate to engage warm leads with structured days and coaching during ramp-up. You’ll talk to people who already raised a hand, helping families protect income and future, all from a home-based setup.

We offer training before performance, a warm lead pipeline, and a clear path to leadership for high performers. No office required, and you’ll collaborate with clients in a supportive, outcome-driven environment.

Qualifications

• Experience in remote financial-services or coaching preferred.
• Ability to follow structured daily routines.
• Strong communication and active listening skills.

Responsibilities

• Follow up with warm leads promptly and professionally.
• Engage in structured, warm-lead conversations.
• Provide coaching while you ramp and support clients.

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