Remote Financial Services Advisor — Flexible Hours

AO Garcia Agency

Medford (OR)

Remote

USD 42,000 - 68,000

Full time

2 days ago
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Benefits offered by this job

Pre-qualified warm leads
Step-by-step onboarding
Remote tools
Flexible hours
Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services specialist built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding, remote tools, flexible hours and ongoing mentorship.

Qualifications

  • Self-starters who like helping families and can handle a performance environment.

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 financial-services specialist built around warm leads and a structured training system. If you are competitive and coachable, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding, remote tools, flexible hours and ongoing mentorship.

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