Remote Client Advisor - Financial Services (Flexible Hours)

Aogarciaagency; Johnston (RI); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with inquirers, map needs, and guide them through a simple enrollment flow. You will build and service a client list using provided warm leads and onboarding steps. Training and ongoing mentorship are included to support long-term growth.

This role emphasizes coaching, performance-driven results, and the flexibility to work remotely with pre-qualified leads and structured support.

Qualifications

• Self-starter who enjoys helping families and thrives in a performance-driven environment.

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

Job description

Aogarciaagency is seeking a remote financial-services professional to engage with inquirers, map needs, and guide them through a simple enrollment flow. You will build and service a client list using provided warm leads and onboarding steps. Training and ongoing mentorship are included to support long-term growth.

This role emphasizes coaching, performance-driven results, and the flexibility to work remotely with pre-qualified leads and structured support.