Remote Financial Needs Advisor — Warm Leads

AO Garcia Agency; Eagle Mountain (UT); Remote; USD 50,000 - 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 in the United States is offering a remote financial-services role built around warm leads and a structured training system.

If you are competitive and coachable, this role offers long-term potential, ongoing mentorship, flexible hours, and step-by-step onboarding designed to help you grow.

Daily tasks include speaking with people who asked for information, mapping needs, running enrollments, and building a client list.

Qualifications

• Strong communication and listening skills required.
• Willingness to be coached and grow in a performance-driven environment.
• Ability to work independently and manage time effectively.

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

Job description

AO Garcia Agency in the United States is offering a remote financial-services role built around warm leads and a structured training system.

If you are competitive and coachable, this role offers long-term potential, ongoing mentorship, flexible hours, and step-by-step onboarding designed to help you grow.

Daily tasks include speaking with people who asked for information, mapping needs, running enrollments, and building a client list.