Remote Financial Services Advisor – Warm Leads & Growth Path

AO Garcia Agency; Augusta (ME); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is hiring for a remote financial-services role that emphasizes warm-lead conversations and coaching while you ramp. Work from home with no office required and a structured day designed to help families protect income and plan for the future.

You will follow up on leads, demonstrate a clean video presence, learn quickly on tools, and respect the client. Training is provided before you perform, and top performers can access a leadership track.

Qualifications

• Professional communication skills
• Ability to learn new tools quickly
• Comfort with video and phone conversations

Responsibilities

• Engage with warm leads via remote channels
• Adhere to a structured daily schedule
• Receive coaching and ramp-up support
• Build rapport and protect client interests

Skills

Warm-lead conversations

Structured daily routine

Coaching during ramp

Client respect

Job description

AO Garcia Agency is hiring for a remote financial-services role that emphasizes warm-lead conversations and coaching while you ramp. Work from home with no office required and a structured day designed to help families protect income and plan for the future.

You will follow up on leads, demonstrate a clean video presence, learn quickly on tools, and respect the client. Training is provided before you perform, and top performers can access a leadership track.