Remote Family Advocate — Warm Leads, Coaching & Growth

AO Garcia Agency; Sanford (ME); Remote; USD 40,000 - 65,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services professional to engage warm leads and guide conversations. You will follow a structured day, stay organized, and deliver value to families seeking stable income and future protection.

You will be coached as you ramp, with a clear path to leadership for high performers and no office required. This role emphasizes disciplined follow-up, professional communication, and rapid tool adoption.

Qualifications

• Ability to follow up promptly with leads
• Professional video presence for remote calls
• Quick learner of sales tools and CRM
• Strong respect and professionalism with clients

Responsibilities

• Engage warm leads through remote conversations
• Provide coaching while ramping and onboarding
• Maintain structured daily workflow and KPI focus

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency in the United States is seeking a remote financial-services professional to engage warm leads and guide conversations. You will follow a structured day, stay organized, and deliver value to families seeking stable income and future protection.

You will be coached as you ramp, with a clear path to leadership for high performers and no office required. This role emphasizes disciplined follow-up, professional communication, and rapid tool adoption.