Remote Client Advisor — Financial Protection

AO Garcia Agency; Fort Collins (CO); Remote; USD 42,000 - 62,000; Full time

Job summary

AO Garcia Agency seeks motivated individuals for a remote sales career with upside. You work from warm leads, explaining financial-protection options and helping clients enroll when it is a fit. You are trained, coached, and measured on activity and results. Interviews are on Zoom, with a path into leadership for top performers.

Join a role that rewards drive and accountability, with a clear process and no cold calling, designed for a scalable remote career.

Qualifications

• Competitive and coachable mindset required.
• Comfortable speaking to clients on camera.
• Ability to follow a written process and scripts.

Responsibilities

• Take conversations from warm leads, not cold lists.
• Explain financial-protection options simply to clients.
• Help clients enroll when it is a fit and capture next steps.
• Maintain a consistent follow-up rhythm with prospects.

Skills

Competitive

Coachable

On-camera comfort

Tools

Zoom

Job description

AO Garcia Agency seeks motivated individuals for a remote sales career with upside. You work from warm leads, explaining financial-protection options and helping clients enroll when it is a fit. You are trained, coached, and measured on activity and results. Interviews are on Zoom, with a path into leadership for top performers.

Join a role that rewards drive and accountability, with a clear process and no cold calling, designed for a scalable remote career.