Remote Financial Services Coach in Training

AO Garcia Agency; Albany (OR); Remote; USD 42,000 - 56,000; 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 motivated remote team member for a financial-services role built around warm leads and a structured training system.

Daily tasks include speaking with information-seeking individuals, mapping needs to available protection options, guiding enrollment, and building a client list. The position offers ongoing mentorship, flexible hours, and a clear onboarding pathway.

Qualifications

• Remote, coaching-focused role in financial services.
• Able to thrive in a performance-driven environment.
• Willingness to be coached and trained.

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

Self-starter

Coaching mindset

Communication skills

Lead follow-up

Job description

AO Garcia Agency is seeking a motivated remote team member for a financial-services role built around warm leads and a structured training system.

Daily tasks include speaking with information-seeking individuals, mapping needs to available protection options, guiding enrollment, and building a client list. The position offers ongoing mentorship, flexible hours, and a clear onboarding pathway.