Remote Financial Services Advisor – Warm Leads & Mentorship

AO Garcia Agency; United States; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide clients through simple enrollment flows. You will map client needs and build a serviceable client list, all within a coachable, performance-driven environment.

This role emphasizes mentorship, step-by-step onboarding, and flexible hours, suitable for self-starters who enjoy helping families while embracing feedback and coaching.

Qualifications

• Competitive and coachable, willing to be coached.
• Able to work remotely with warm leads and training system.
• Comfortable in a performance-driven environment.

Responsibilities

• Speak with people who requested information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication skills

Coachable

Self-starter

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide clients through simple enrollment flows. You will map client needs and build a serviceable client list, all within a coachable, performance-driven environment.

This role emphasizes mentorship, step-by-step onboarding, and flexible hours, suitable for self-starters who enjoy helping families while embracing feedback and coaching.