Remote Family Finance Advisor

AO Garcia Agency; Saint Charles (MO); Remote; USD 42,000 - 65,000; 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 in the United States is seeking a remote financial-services associate who thrives on coaching and helping families. You’ll work with warm leads, be mentored, and build a long-term career in a performance-driven environment.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, guiding enrollment flows, and building a client list. The role offers flexible hours, remote tools, and ongoing mentorship.

Qualifications

• Must be comfortable communicating with prospects via phone/video.
• Able to learn enrollment flows and protect clients’ options.
• Self-starter who thrives in a performance-driven environment.

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.

Skills

Communication

Coaching receptiveness

Remote work readiness

Lead management

Tools

CRM software

Job description

AO Garcia Agency in the United States is seeking a remote financial-services associate who thrives on coaching and helping families. You’ll work with warm leads, be mentored, and build a long-term career in a performance-driven environment.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, guiding enrollment flows, and building a client list. The role offers flexible hours, remote tools, and ongoing mentorship.