Remote Financial Advisor: Warm Leads + Mentorship

AO Garcia Agency; Anaheim (CA); Remote; USD 40,000 - 70,000; 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 seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; a job lacking conversations will not.

Daily work includes speaking with information-seekers, mapping needs for protection options, running enrollment flows, and building a client list. Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship.

Qualifications

• Willing to be coached and able to handle feedback.
• Competitive and goal-driven with a focus on helping families.
• Strong communication and relationship-building in a remote setting.

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 seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; a job lacking conversations will not.

Daily work includes speaking with information-seekers, mapping needs for protection options, running enrollment flows, and building a client list. Provided: pre-qualified leads, onboarding, remote tools, flexible hours, ongoing mentorship.