Remote Financial Services Consultant

AO Garcia Agency; Albany (GA); Remote; USD 40,000 - 70,000; 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 seat designed around warm leads and a structured training system. You’ll engage with individuals who requested information, map protection options to their needs, and guide them through a simple enrollment flow while building a client list.

The role emphasizes coaching, mentorship, and a results-focused environment. Ideal candidates are self-starters who enjoy helping families and can thrive in a performance-driven setting.

Qualifications

• Self-starter with a customer-centric mindset.
• Comfort with a performance-driven environment.

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-motivated

Coachable

Communication

Family-oriented

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.