Remote Client Advisor - Flexible Hours & Mentorship

AO Garcia Agency; Oxford (MS); Remote; USD 42,000 - 75,000; 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 self-motivated remote financial-services professional to engage warm leads and guide families through information and enrollment processes. You’ll be coached to build a client list and deliver friendly, helpful service.

The role emphasizes proactive communication, adaptability in a performance environment, and a step-by-step onboarding that supports flexibility and ongoing mentorship. Next step is a short Zoom overview.

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

Job description

AO Garcia Agency is seeking a self-motivated remote financial-services professional to engage warm leads and guide families through information and enrollment processes. You’ll be coached to build a client list and deliver friendly, helpful service.

The role emphasizes proactive communication, adaptability in a performance environment, and a step-by-step onboarding that supports flexibility and ongoing mentorship. Next step is a short Zoom overview.