Remote Family Financial Services Advisor

AO Garcia Agency; College Park (MD); Remote; USD 45,000 - 75,000; 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 offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

The daily work includes speaking with interested individuals, mapping needs for protection options, guiding enrollment, and building a client list, all supported by pre-qualified leads and ongoing mentorship.

Qualifications

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

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 offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

The daily work includes speaking with interested individuals, mapping needs for protection options, guiding enrollment, and building a client list, all supported by pre-qualified leads and ongoing mentorship.