Remote Financial Services Advisor - Mentored Flexible Hours

AO Garcia Agency; Fort Collins (CO); Remote; USD 35,000 - 55,000; 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 proactive remote financial-services specialist to engage warm leads and guide families through options. The role emphasizes coaching, mentorship, and a long-term career path for self-motivated individuals.

You will have pre-qualified leads, step-by-step onboarding, and flexible hours, with ongoing mentorship to help you develop sales and client-service skills in a supportive environment.

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

Job description

AO Garcia Agency is seeking a proactive remote financial-services specialist to engage warm leads and guide families through options. The role emphasizes coaching, mentorship, and a long-term career path for self-motivated individuals.

You will have pre-qualified leads, step-by-step onboarding, and flexible hours, with ongoing mentorship to help you develop sales and client-service skills in a supportive environment.