Remote Financial Appointment Specialist | Flexible Hours

AO Garcia Agency; Fort Worth (TX); 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 offering a remote financial-services role designed around warm leads and a structured training system. Successful candidates will be coached and encouraged to pursue a long-term career, with performance-based growth opportunities and flexible hours.

Daily work involves speaking with information-seeking individuals, mapping needs to protection options, guiding a simple enrollment flow, and building a client list, all from a remote setup.

Qualifications

• Self-starter who likes helping families and can handle a performance environment.

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

Job description

AO Garcia Agency is offering a remote financial-services role designed around warm leads and a structured training system. Successful candidates will be coached and encouraged to pursue a long-term career, with performance-based growth opportunities and flexible hours.

Daily work involves speaking with information-seeking individuals, mapping needs to protection options, guiding a simple enrollment flow, and building a client list, all from a remote setup.