Remote Family Services Advisor | Warm Leads, Structured

AO Garcia Agency; New Haven (CT); Remote; USD 40,000 - 60,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads from home. You will follow up promptly, communicate clearly, and apply coaching during ramp-up to build trust and close opportunities.

The role emphasizes structured days with no office requirement, and success can accelerate into leadership paths for high performers who demonstrate client respect and quick tool adoption.

Qualifications

• Timely follow-up and good communication habits.
• Professional video presence for remote talks.
• Demonstrated ability to pick up new tools quickly.

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 financial-services professional to engage warm leads from home. You will follow up promptly, communicate clearly, and apply coaching during ramp-up to build trust and close opportunities.

The role emphasizes structured days with no office requirement, and success can accelerate into leadership paths for high performers who demonstrate client respect and quick tool adoption.