Remote Client Consultation Pro — Flexible Hours & Mentorship

AO Garcia Agency; Norfolk (VA); Remote; USD 40,000 - 60,000; 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 offering a remote financial-services position focused on following up with warm leads and guiding clients through a simple enrollment flow. You will be coached and mentored through a structured training system, with flexible hours designed to fit a self-m-starter who enjoys helping families.

The role emphasizes performance in a coaching environment, with a focus on building and servicing a client list while leveraging remote tools and ongoing mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached for long-term career growth.
• Able to take feedback and work independently.

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

Communication

Coachable

Job description

AO Garcia Agency is offering a remote financial-services position focused on following up with warm leads and guiding clients through a simple enrollment flow. You will be coached and mentored through a structured training system, with flexible hours designed to fit a self-m-starter who enjoys helping families.

The role emphasizes performance in a coaching environment, with a focus on building and servicing a client list while leveraging remote tools and ongoing mentorship.