Remote Financial Services Advisor — Flexible Hours, Mentored

AO Garcia Agency; United States; Remote; USD 45,000 - 70,000; Full time

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 professional to engage warm leads and guide families through protection options. This role emphasizes coaching, feedback, and a long-term career path.

You will participate in a structured onboarding, use remote tools, and benefit from flexible hours and ongoing mentorship as you build and service a client list.

Success comes from active listening, timely follow-ups, and a coachable mindset in a performance-driven environment.

Qualifications

• Good fit includes 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

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide families through protection options. This role emphasizes coaching, feedback, and a long-term career path.

You will participate in a structured onboarding, use remote tools, and benefit from flexible hours and ongoing mentorship as you build and service a client list.

Success comes from active listening, timely follow-ups, and a coachable mindset in a performance-driven environment.