Remote Financial Client Success Advisor

AO Garcia Agency; United States; Remote; USD 50,000 - 80,000; 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 representative. The role focuses on communicating with interested individuals, mapping protection needs, guiding enrollment, and building a client list within a structured training system.

Great candidates are self-starters who enjoy helping families, willing to be coached, and comfortable in a performance-driven environment. Flexible hours and ongoing mentorship are provided to support career growth.

Qualifications

• Remote financial-services role with training system.
• Must be coachable and competitive in a performance environment.
• Ability to engage with warm leads and map client needs.

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

Communication

Coachable

Self-starter

Tools

CRM

Job description

AO Garcia Agency is seeking a remote financial-services representative. The role focuses on communicating with interested individuals, mapping protection needs, guiding enrollment, and building a client list within a structured training system.

Great candidates are self-starters who enjoy helping families, willing to be coached, and comfortable in a performance-driven environment. Flexible hours and ongoing mentorship are provided to support career growth.