Remote Financial Protection Specialist (Warm Leads)

AO Garcia Agency; Whitefish (MT); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote, coaching-focused financial-services role designed around warm leads. The position emphasizes ongoing mentorship, flexible hours, and a strong emphasis on helping families with enrollment options.

Successful candidates are self-starters who respond well to feedback and perform in a performance-driven environment. Training and onboarding are provided to ensure a smooth start.

Qualifications

• Self-starter with the ability to learn and adapt quickly.

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

Self-starter

Job description

AO Garcia Agency is seeking a remote, coaching-focused financial-services role designed around warm leads. The position emphasizes ongoing mentorship, flexible hours, and a strong emphasis on helping families with enrollment options.

Successful candidates are self-starters who respond well to feedback and perform in a performance-driven environment. Training and onboarding are provided to ensure a smooth start.