Remote Family-Finance Advisor with Warm Leads & Coaching

AO Garcia Agency; Santa Fe (NM); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a remote sales/relationship role focused on warm leads in financial services. You will engage with prospects, guide them through conversations, and coach them as you ramp up. The position emphasizes structured daily routines and client-focused communication.

The role requires quick learning of tools, strong follow-up, and a professional video presence. Remote work enables a flexible schedule while maintaining high standards for client service.

Qualifications

• Strong communication and active listening with clients.
• Ability to learn and use new sales tools quickly.
• Comfort working remotely and managing time effectively.

Responsibilities

• Engage with warm leads via video or phone calls.
• Provide coaching and guidance to potential clients during ramp.
• Maintain structured daily schedule and high follow-up quality.
• Represent AO Garcia Agency with professionalism and integrity.

Skills

Warm leads

Coaching

Remote work

Sales follow-up

Tools

CRM

Video conferencing

Job description

AO Garcia Agency is seeking a remote sales/relationship role focused on warm leads in financial services. You will engage with prospects, guide them through conversations, and coach them as you ramp up. The position emphasizes structured daily routines and client-focused communication.

The role requires quick learning of tools, strong follow-up, and a professional video presence. Remote work enables a flexible schedule while maintaining high standards for client service.