Remote Financial Advisor — Warm Leads & Flexible Hours

AO Garcia Agency; Kirkland (WA); Remote; USD 40,000 - 60,000; 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 associate who can work from anywhere in the United States. You will engage warm leads and follow a structured training system to enroll clients.

Daily work includes speaking with information seekers, mapping needs to protection options, guiding through enrollment, and building a client list. Flexible hours and ongoing mentorship support your growth.

Qualifications

• Speak with people who asked for information.
• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and accept feedback.

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

Job description

AO Garcia Agency is seeking a remote financial-services associate who can work from anywhere in the United States. You will engage warm leads and follow a structured training system to enroll clients.

Daily work includes speaking with information seekers, mapping needs to protection options, guiding through enrollment, and building a client list. Flexible hours and ongoing mentorship support your growth.