Remote Financial Protection Advisor

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching

Job summary

AO Garcia Agency is seeking motivated, coachable individuals for a remote career focused on helping clients with financial-protection options. You will work with warm leads, receive coaching, and follow a written process to guide conversations. Interviews are conducted on Zoom and there is potential for leadership paths based on performance.

Ideal candidates are competitive, coachable, and comfortable on camera, with a drive to grow in a remote environment and no constant supervision.

Qualifications

• Take conversations with warm leads (no cold outreach).
• Explain benefit options clearly and simply.
• Help clients enroll when it fits their needs.
• Maintain a clean follow-up rhythm with leads.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Remote selling

Communication

Coachable

People skills

Job description

AO Garcia Agency is seeking motivated, coachable individuals for a remote career focused on helping clients with financial-protection options. You will work with warm leads, receive coaching, and follow a written process to guide conversations. Interviews are conducted on Zoom and there is potential for leadership paths based on performance.

Ideal candidates are competitive, coachable, and comfortable on camera, with a drive to grow in a remote environment and no constant supervision.