Remote Financial Guidance Specialist - Warm Leads

AO Garcia Agency; Surprise (AZ); Remote; USD 40,000 - 65,000; 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 candidate for a remote financial-services role built around warm leads and a structured training system. You will interact with leads, map protection options to needs, guide enrollments, and manage a client list. A strong coachable mindset and willingness to receive feedback are essential.

Remote role with mentorship, step-by-step onboarding, and flexible hours. This position emphasizes performance in a coaching environment and long-term career growth within

Qualifications

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

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

Needs analysis

Enrollment flow

CRM management

Tools

CRM software

Job description

AO Garcia Agency is seeking a candidate for a remote financial-services role built around warm leads and a structured training system. You will interact with leads, map protection options to needs, guide enrollments, and manage a client list. A strong coachable mindset and willingness to receive feedback are essential.

Remote role with mentorship, step-by-step onboarding, and flexible hours. This position emphasizes performance in a coaching environment and long-term career growth within