Remote Financial Services Advisor - Warm Leads & Coaching

AO Garcia Agency; Barre (VT); Remote; USD 50,000 - 70,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services specialist to work with warm leads and structured days. You will be coached as you ramp and help families protect income and future.

This role requires no office, a stable home base, and a focus on timely follow-up, quick learning, and respectful client interactions. Training precedes performance and leadership tracks await top performers.

Qualifications

• On-time follow-up with leads and clients.
• Maintains a professional video presence for remote interactions.
• Learns tools quickly to support client conversations.
• Shows respect for clients in all communications.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Tools

CRM software

Job description

AO Garcia Agency is seeking a remote financial-services specialist to work with warm leads and structured days. You will be coached as you ramp and help families protect income and future.

This role requires no office, a stable home base, and a focus on timely follow-up, quick learning, and respectful client interactions. Training precedes performance and leadership tracks await top performers.