Remote Client Services Advisor- Flexible Hours & Mentorship

AO Garcia Agency; Westbrook (ME); Remote; USD 40,000 - 64,000; 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 remote financial-services representative built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. A job with no conversations will not fit.

Daily work includes speaking with people who asked for information, mapping needs to protection options, guiding enrollment, and building a client list. We provide pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship

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 remote financial-services representative built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. A job with no conversations will not fit.

Daily work includes speaking with people who asked for information, mapping needs to protection options, guiding enrollment, and building a client list. We provide pre-qualified warm leads, onboarding, remote tools, flexible hours, and ongoing mentorship