Remote Client Consultation Specialist

Aogarciaagency; Central (LA); Remote; USD 40,000 - 60,000; Full time

Job summary

Aogarciaagency is seeking a remote-entry level financial-services associate to engage warm leads and deliver guided enrollment steps. This role emphasizes coaching, feedback, and client-first service.

You will work from home with flexible hours and ongoing mentorship to build a long-term career. Daily activities include speaking with information-seeking clients, mapping protection options, running enrollment flows, and building a client list.

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.