Remote Financial Services Advisor – Warm Leads & Growth

AO Garcia Agency; Fort Lauderdale (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide them toward solutions. You will work from home with structured days, receive coaching while you ramp, and contribute to a purpose-driven pipeline that protects families’ income and future.

This role emphasizes fast learning, clean video presence, on-time follow-up, and respect for clients. No office required, but you’ll be part of a supportive team and have opportunities for leadership as you

Qualifications

• Fast learners who can adapt to new tools.
• Able to maintain a professional video presence for client interactions.
• Consistently follows up with leads in a timely manner.

Responsibilities

• Engage warm leads and guide them toward suitable financial services solutions.
• Maintain a clean, timely follow-up cadence with prospects.
• Learn and use tools quickly to support remote outreach and coaching.

Skills

Fast learning

Video presence

On-time follow-up

Respect for client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide them toward solutions. You will work from home with structured days, receive coaching while you ramp, and contribute to a purpose-driven pipeline that protects families’ income and future.

This role emphasizes fast learning, clean video presence, on-time follow-up, and respect for clients. No office required, but you’ll be part of a supportive team and have opportunities for leadership as you