Remote Client Portfolio Advisor-Growth and Leadership Path

AO Garcia Agency; Miami (FL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote role with upside. You will work with warm leads, discuss financial-protection options, and be trained, coached, and measured on activity and results.

The work involves handling requested conversations (no cold outreach), explaining benefits clearly, assisting clients to enroll when appropriate, and maintaining a reliable follow-up rhythm. Interviews are held on Zoom, with coaching and a leadership path for high performers.

Qualifications

• Must be comfortable talking to clients on camera.
• Must be coachable and competitive.
• Able to follow a written process and guidelines.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication skills

Coachable

Camera comfort

Remote work

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote role with upside. You will work with warm leads, discuss financial-protection options, and be trained, coached, and measured on activity and results.

The work involves handling requested conversations (no cold outreach), explaining benefits clearly, assisting clients to enroll when appropriate, and maintaining a reliable follow-up rhythm. Interviews are held on Zoom, with coaching and a leadership path for high performers.