Remote Financial Services Consultant

Aogarciaagency; Asheville (NC); Remote; USD 50,000 - 80,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services specialist to engage with warm leads and guide conversations to outcomes. You will participate in structured days, leveraging coaching support as you ramp up.

Successful candidates will work with a client-focused mindset, adapt quickly to tools, and maintain strong, professional video presence while respecting client needs.

Qualifications

• Remote-friendly with prompt follow-up skills.
• Strong video presence and professional communication.
• Ability to learn new tools quickly.
• Respectful and client-focused approach.

Responsibilities

• Engage with warm leads and advance conversations to next steps.
• Coach new teammates during ramp-up and onboarding.

Skills

Warm leads

Video presence

Fast learner

Client respect

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

• 1. The work has a point — families protecting income and future.
• 2. Home base. No office required.
• 3. You are trained before you are expected to perform.
• 4. Your pipeline is warm leads.
• 5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client