Remote Client Portfolio Advisor — Growth & Leadership

AO Garcia Agency; New Iberia (LA); Remote; USD 35,000 - 52,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path for top performers

Job summary

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads, talking with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

Take the conversations, explain options simply, and help clients enroll when it is a fit. Interviews are on Zoom and the role offers coaching and a path into leadership for top performers.

Qualifications

• Motivated and coachable.
• Comfortable on camera and speaking with clients.

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

Coachable

Camera-friendly

Competitive

Job description

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads, talking with people who already requested help on financial-protection options. You will be trained, coached, and measured on activity and results.

Take the conversations, explain options simply, and help clients enroll when it is a fit. Interviews are on Zoom and the role offers coaching and a path into leadership for top performers.