Remote Financial Services Client Advisor | Flexible Hours

AO Garcia Agency; Greensburg (Westmoreland County); Remote; USD 40,000 - 60,000; 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 specialist who will engage warm leads and guide clients through a simple enrollment flow. The role emphasizes coaching, ongoing mentorship, and flexible hours to build a long-term career.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-based environment, with the ability to handle feedback and work without constant supervision.

Qualifications

• Strong communication and listening skills are required.
• Willingness to be coached in a performance-driven environment.
• Ability to work independently in a remote setting.

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

Skills

Communication skills

Coaching mindset

Remote work

Prospecting

Job description

AO Garcia Agency is seeking a remote financial-services specialist who will engage warm leads and guide clients through a simple enrollment flow. The role emphasizes coaching, ongoing mentorship, and flexible hours to build a long-term career.

Ideal candidates are self-starters who enjoy helping families and thrive in a performance-based environment, with the ability to handle feedback and work without constant supervision.