Remote Financial Benefits Advisor with Warm Leads

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Remote role

No office required

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads. You’ll follow a structured day with scheduled coaching as you ramp, ensuring consistent, personal interactions across channels.

You will build trust with clients, perform timely follow-ups, and leverage tools quickly while upholding the highest standards of integrity and respect for the client. No office is required, offering flexible remote work.

Qualifications

• Remote financial-services role requires warm-lead conversations.
• Structured days with coaching during ramp-up.
• No office required.

Responsibilities

• On-time follow-up with leads.
• Maintain a clean video presence during calls.
• Learn tools quickly to perform effectively.
• Respect the client in all interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads. You’ll follow a structured day with scheduled coaching as you ramp, ensuring consistent, personal interactions across channels.

You will build trust with clients, perform timely follow-ups, and leverage tools quickly while upholding the highest standards of integrity and respect for the client. No office is required, offering flexible remote work.