Protection Planning Representative - Work From Home

Aogarciaagency; Anaheim (CA); Remote; USD 60,000 - 100,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services specialist to engage warm leads and guide clients through structured conversations. The role emphasizes a clear value proposition and professional video presence.

You will be trained before performing, work from home with flexible days, and have a pathway for leadership if you excel. Strong communication and fast learning are essential.

Qualifications

• Experience handling sales via warm leads in financial services.
• Excellent communication and video presence.
• Ability to learn new tools quickly.

Responsibilities

• Engage with warm-lead conversations remotely.
• Provide coaching during ramp-up period.
• Maintain professional client interactions and follow-ups.

Skills

Warm leads handling

Remote communication

Coaching onboarding

Fast learning on tools

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