Remote Financial Services Advisor with Warm Leads

AO Garcia Agency; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is hiring a remote financial-services professional who works with warm leads and structured daily routines to guide clients toward financial protection. You’ll be supported with coaching while you ramp, ensuring you stay organized and focused on client outcomes.

You’ll be expected to maintain timely follow-up, project a professional video presence, and learn new tools quickly while upholding a respectful, client-first approach.

Qualifications

• Candidate should manage follow-up with timely, professional communication.
• Present a clean, video-enabled appearance for remote interactions.
• Demonstrate quick learning of the tools used in client engagements.

Skills

Warm leads management

Remote communication

Fast learner with tools

Client respect & professionalism

Job description

AO Garcia Agency is hiring a remote financial-services professional who works with warm leads and structured daily routines to guide clients toward financial protection. You’ll be supported with coaching while you ramp, ensuring you stay organized and focused on client outcomes.

You’ll be expected to maintain timely follow-up, project a professional video presence, and learn new tools quickly while upholding a respectful, client-first approach.