Remote Financial Advisor — Warm Leads, Training & Growth

Aogarciaagency; Mount Carmel Township (PA); Remote; USD 70,000 - 95,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services advocate to engage warm leads with structured days and coaching during ramp-up. You’ll talk to people who already raised a hand, helping families protect income and future, all from a home-based setup.

We offer training before performance, a warm lead pipeline, and a clear path to leadership for high performers. No office required, and you’ll collaborate with clients in a supportive, outcome-driven environment.

Qualifications

• Experience in remote financial-services or coaching preferred.
• Ability to follow structured daily routines.
• Strong communication and active listening skills.

Responsibilities

• Follow up with warm leads promptly and professionally.
• Engage in structured, warm-lead conversations.
• Provide coaching while you ramp and support clients.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Aogarciaagency is seeking a remote financial-services advocate to engage warm leads with structured days and coaching during ramp-up. You’ll talk to people who already raised a hand, helping families protect income and future, all from a home-based setup.

We offer training before performance, a warm lead pipeline, and a clear path to leadership for high performers. No office required, and you’ll collaborate with clients in a supportive, outcome-driven environment.