Remote Financial Services Consultant

AO Garcia Agency; Concord (NC); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join a results-driven team. You will speak with people seeking information, map needs for protection options, and guide them through a simple enrollment flow.

The role emphasizes building and servicing a client list while benefiting from warm leads and structured onboarding. Ideal candidates are self-starters who thrive in a performance environment and are open to coaching.

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

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.