Remote Family Protection Advisor with Warm Leads & Coaching

AO Garcia Agency; Philadelphia (Philadelphia County); Remote; USD 50,000 - 90,000; Full time

Job summary

AO Garcia Agency is hiring for a remote financial-services role focused on engaging warm leads and coaching new reps as they ramp. The position emphasizes structured days, effective follow-up, and a rapid learning curve.

Trainees receive training before performance expectations, and top performers can pursue a leadership track. The role supports a remote environment with flexible scheduling and opportunities for advancement as you demonstrate success.

Qualifications

• Prompt follow-up with leads is essential.
• Professional video presence for virtual interactions.
• Quick adaptation to new tools and processes.
• Respectful communication with clients at all times.

Responsibilities

• Engage warm leads and guide them through the process.
• Maintain timely follow-ups and accurate CRM notes.
• Learn tools quickly and apply coaching best practices.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is hiring for a remote financial-services role focused on engaging warm leads and coaching new reps as they ramp. The position emphasizes structured days, effective follow-up, and a rapid learning curve.

Trainees receive training before performance expectations, and top performers can pursue a leadership track. The role supports a remote environment with flexible scheduling and opportunities for advancement as you demonstrate success.