Remote Financial Advisor - Mentorship & Flex Hours

AO Garcia Agency; Missoula (MT); Remote; USD 35,000 - 62,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and follow a structured training system. The role emphasizes coaching, feedback and long-term career growth, with mentorship and ongoing onboarding.

Daily work includes speaking with information-seeking individuals, mapping protection-option needs, running enrollment flows, and building a client list. Flexible hours and remote tools are provided to support performance-driven outcomes.

Qualifications

• Remote role requiring coaching and a competitive mindset.
• Must be comfortable with feedback and performance targets.
• Training system with mentorship and onboarding provided.

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

Self-starter

Coachable

People skills

Tools

Zoom

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and follow a structured training system. The role emphasizes coaching, feedback and long-term career growth, with mentorship and ongoing onboarding.

Daily work includes speaking with information-seeking individuals, mapping protection-option needs, running enrollment flows, and building a client list. Flexible hours and remote tools are provided to support performance-driven outcomes.