Remote Financial Services Advisor (Warm Leads)

AO Garcia Agency; Macon (GA); Remote; USD 42,000 - 68,000; Full time

Job summary

AO Garcia Agency is seeking a remotely-based financial-services professional in Georgia. The role emphasizes warm-lead conversations, disciplined daily structure, and coaching during ramp-up to build a productive pipeline.

You will engage with leads, follow up promptly, and uphold a professional presence. This position offers the flexibility of working from home with strong growth opportunities for top performers.

Qualifications

• Experience with sales or client outreach in a remote setting.
• Ability to ramp quickly with coaching and structured training.
• Comfort with a fully remote, technology-enabled workflow.

Responsibilities

• Conduct warm-lead conversations and nurture opportunities.
• Maintain a disciplined, structured daily routine for outreach.
• Collaborate with teammates and management during ramp-up period.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remotely-based financial-services professional in Georgia. The role emphasizes warm-lead conversations, disciplined daily structure, and coaching during ramp-up to build a productive pipeline.

You will engage with leads, follow up promptly, and uphold a professional presence. This position offers the flexibility of working from home with strong growth opportunities for top performers.