Remote Family Finance Advisor - Warm Leads & Coaching

AO Garcia Agency; Frederick (MD); Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services specialist to engage with warm leads, guide conversations, and provide coaching as you ramp. This role emphasizes structured days, continual training, and a pipeline built on warm prospects.

A home base is preferred with no office required, and top performers can pursue a leadership track. You'll join a team that values reliable follow-up, strong communication, and a client-first mindset, with full remote flexibility and ongoing coaching to

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Responsibilities

• Conduct warm-lead conversations with qualified prospects.
• Provide coaching and guidance while ramping and training.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services specialist to engage with warm leads, guide conversations, and provide coaching as you ramp. This role emphasizes structured days, continual training, and a pipeline built on warm prospects.

A home base is preferred with no office required, and top performers can pursue a leadership track. You'll join a team that values reliable follow-up, strong communication, and a client-first mindset, with full remote flexibility and ongoing coaching to