Remote Financial Services Advisor - Flexible Hours

AO Garcia Agency; Concord (NC); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join a results-driven team. You will speak with people seeking information, map needs for protection options, and guide them through a simple enrollment flow.

The role emphasizes building and servicing a client list while benefiting from warm leads and structured onboarding. Ideal candidates are self-starters who thrive in a performance environment and are open to coaching.

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

Job description

AO Garcia Agency is seeking a remote financial-services professional to join a results-driven team. You will speak with people seeking information, map needs for protection options, and guide them through a simple enrollment flow.

The role emphasizes building and servicing a client list while benefiting from warm leads and structured onboarding. Ideal candidates are self-starters who thrive in a performance environment and are open to coaching.