Remote Family Protection Advisor

AO Garcia Agency; Olive Branch (MS); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Remote tools

Flexible hours

Ongoing mentorship

Step-by-step onboarding

Pre-qualified warm leads

Job summary

AO Garcia Agency is seeking a remote, performance-driven professional to engage warm leads in financial services. You will be coached and mentored as you learn to guide families through enrollment, build a client list, and map needs to available protection options. This is designed as a long-term career with ongoing onboarding and flexible hours.

Ideal candidates are self-starters who love helping families and thrive in a coaching environment. Zoom overview will be the next step in the process.

Qualifications

• Self-starters who like helping families and can handle a performance 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 mindset

Goal oriented

Customer service

Job description

AO Garcia Agency is seeking a remote, performance-driven professional to engage warm leads in financial services. You will be coached and mentored as you learn to guide families through enrollment, build a client list, and map needs to available protection options. This is designed as a long-term career with ongoing onboarding and flexible hours.

Ideal candidates are self-starters who love helping families and thrive in a coaching environment. Zoom overview will be the next step in the process.