Remote Financial Services Advisor | Warm Lead Specialist

Aogarciaagency; Fairmont (WV); Remote; USD 60,000 - 80,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads, coach clients during ramp, and maintain structured days without requiring an office. You will focus on timely follow-up, clear communication, and rapid learning of tools, delivering value to families seeking to protect income and future.

This fully remote role offers flexibility and a growth path within a performance-driven organization.

Qualifications

• Ability to manage warm leads and follow up promptly.
• Demonstrates a strong video presence during remote calls.
• Learns new tools quickly and applies them effectively.
• Show respect and professionalism when interacting with clients.

Responsibilities

• Engage in warm-lead conversations and coaching during ramp.
• Maintain structured days and work remotely without an office.
• Provide timely follow-up and clear communication to prospects.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads, coach clients during ramp, and maintain structured days without requiring an office. You will focus on timely follow-up, clear communication, and rapid learning of tools, delivering value to families seeking to protect income and future.

This fully remote role offers flexibility and a growth path within a performance-driven organization.