Remote Financial Services Associate — Flexible Hours & Mentorship

AO Garcia Agency; San Francisco (CA); Remote; USD 40,000 - 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 offers a remote financial-services role designed around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. A job with no conversations will not fit here.

Daily work includes speaking with information seekers, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Pre-qualified leads, onboarding support, and mentorship are provided.

Responsibilities

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

Job description

AO Garcia Agency offers a remote financial-services role designed around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career. A job with no conversations will not fit here.

Daily work includes speaking with information seekers, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. Pre-qualified leads, onboarding support, and mentorship are provided.