Remote Family Protection Advisor (Warm Leads)

AO Garcia Agency; Santa Ana (CA); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide families toward secure income and futures. This role offers structured days, coaching during ramp, and no office requirement, with a pipeline built from warm prospects.

High performers can access a leadership track as you grow with the team. Join a flexible, remote environment that emphasizes timely follow-up, strong communication, and a client-first approach.

Qualifications

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

Skills

Warm-lead conversations

Fast learning on tools

Respect for the client

Clean video presence

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide families toward secure income and futures. This role offers structured days, coaching during ramp, and no office requirement, with a pipeline built from warm prospects.

High performers can access a leadership track as you grow with the team. Join a flexible, remote environment that emphasizes timely follow-up, strong communication, and a client-first approach.