Part-Time Protection Planning Advisor - Work From Home

AO Garcia Agency; Nashua (NH); Remote; USD 35,000 - 65,000; 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 professional to engage with interested individuals, map protection needs, and guide them through enrollment steps. The role emphasizes a coaching environment and long-term career potential, with warm, pre-qualified leads and ongoing mentorship.

You will work remotely, enjoy flexible hours, and receive step-by-step onboarding to support your success in a performance-driven setting.

Qualifications

• Self-starter with ability to work independently.
• Coachable and open to feedback to improve performance.
• Customer service mindset and communication skills.

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.

Skills

Self-starter

Coachable

Customer service

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.