Remote Family Protection Advisor

AO Garcia Agency; Kahului (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote finance professional to engage warm leads in structured daily sessions. The role emphasizes coaching during ramp-up and clear, respectful client interactions, with a focus on timely follow-ups and professional video presence.

There is no fixed office requirement, making this a flexible, work-from-home opportunity for self-motivated individuals who excel in remote client communication and quick tool adoption.

Qualifications

• On-time follow-up is essential.
• Clean video presence demonstrates professionalism.
• Fast learning on tools to adapt quickly.
• Respect for the client in all interactions.

Responsibilities

• Structured daily schedule in a remote financial-services role.
• Engage in warm-lead conversations with prospects.
• Provide coaching and guidance while ramping up.

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 finance professional to engage warm leads in structured daily sessions. The role emphasizes coaching during ramp-up and clear, respectful client interactions, with a focus on timely follow-ups and professional video presence.

There is no fixed office requirement, making this a flexible, work-from-home opportunity for self-motivated individuals who excel in remote client communication and quick tool adoption.