Remote Financial Protection Advisor — Coaching & Growth

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Remote work

Coaching from experienced staff

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with warm leads who requested help on financial-protection options, explain benefits clearly, and assist clients in enrolling when it fits.

You’ll be trained, coached, and measured on activity and results with ongoing coaching from experienced colleagues. This role offers remote work, a written process to follow, and a path into leadership for high performers who produce.

Qualifications

• Speak with clients who requested help on financial-protection options.
• Explain benefit options clearly to clients.
• Adapt conversations to client needs and close when appropriate.

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

Communication skills

On-camera comfort

Coaching

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will engage with warm leads who requested help on financial-protection options, explain benefits clearly, and assist clients in enrolling when it fits.

You’ll be trained, coached, and measured on activity and results with ongoing coaching from experienced colleagues. This role offers remote work, a written process to follow, and a path into leadership for high performers who produce.