Part-Time Protection Planning Advisor - Work From Home

AO Garcia Agency; Norwalk (CT); À distance; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Résumé du poste

AO Garcia Agency is seeking a self-motivated, coachable professional for a remote financial-services role built around warm leads and a structured training system.

You’ll engage with prospective clients, map their needs to protection options, guide enrollment, and grow a personal client list while benefiting from mentorship, flexible hours, and step-by-step onboarding. A strong drive and coachable attitude are essential.

Responsabilités

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Description du poste

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.