Remote Financial Services Advisor - Warm Leads

AO Garcia Agency; Camden (DE); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote work

Structured days

Leadership track

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients during ramp-up, and drive early pipeline success. The role emphasizes structured days, guided training, and no office requirement, with top performers offered a leadership path.

Ideal candidates adapt quickly to tools, maintain strong follow-up, and show respect for clients in every interaction. The position is fully remote with no physical office needed.

Qualifications

• Proven ability to follow up promptly with leads.
• Maintains professional video presence for client meetings.
• Ability to quickly learn new tools and processes.
• Demonstrates respectful communication with clients.

Responsibilities

• Follow up with warm leads and move prospects through the process.
• Maintain professional presence in video calls and demos.
• Learn and apply tools and scripts quickly during ramp-up.
• Represent the client’s needs with integrity and respect.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients during ramp-up, and drive early pipeline success. The role emphasizes structured days, guided training, and no office requirement, with top performers offered a leadership path.

Ideal candidates adapt quickly to tools, maintain strong follow-up, and show respect for clients in every interaction. The position is fully remote with no physical office needed.