Remote Client Advisor – Financial Services

AO Garcia Agency; Lafayette (LA); Remote; USD 42,000 - 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 role built around warm leads and a structured training system. You should be competitive and coachable, with a willingness to participate in ongoing mentorship to grow into a long-term career.

This position emphasizes conversations with clients, guiding enrollment flows, and building a client list while leveraging provided tools and onboarding resources.

Qualifications

• Willing to be coached and work in a performance-driven environment.
• Comfortable working remotely with reliable internet.
• Able to handle warm leads and guide enrollment flows.

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

Excellent communication

Coaching feedback

Self-motivated

Relationship building

Job description

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a structured training system. You should be competitive and coachable, with a willingness to participate in ongoing mentorship to grow into a long-term career.

This position emphasizes conversations with clients, guiding enrollment flows, and building a client list while leveraging provided tools and onboarding resources.