Remote Financial Needs Advisor | Warm Leads & Career Growth

AO Garcia Agency; Coventry (RI); A distancia; USD 50.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work

Structured ramp-up training

Descripción de la vacante

AO Garcia Agency seeks a remote financial-services professional to engage with warm leads, conduct structured, productive days, and provide coaching during ramp-up. The role emphasizes delivering value to families by guiding conversations and staying organized in a fully remote environment.

Training is provided before performance expectations begin, with a clear progression path for high performers. A strong emphasis on client respect and timely follow-up shapes daily activities and outcomes.

Formación

• Must demonstrate timely follow-up with clients.
• Professional video presence for remote calls.
• Ability to learn new tools quickly.
• Respect for clients and confidentiality.

Responsabilidades

• Conduct warm-lead conversations remotely.
• Provide coaching while ramping up.
• Structure daily work to maintain productivity in a remote setting.

Conocimientos

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Descripción del empleo

AO Garcia Agency seeks a remote financial-services professional to engage with warm leads, conduct structured, productive days, and provide coaching during ramp-up. The role emphasizes delivering value to families by guiding conversations and staying organized in a fully remote environment.

Training is provided before performance expectations begin, with a clear progression path for high performers. A strong emphasis on client respect and timely follow-up shapes daily activities and outcomes.