Remote Financial Services Consultant

Aogarciaagency; Pawtucket (RI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding training

Remote tools

Flexible hours

Mentorship

Job summary

Aogarciaagency in Rhode Island offers a remote financial-services role built around warm leads and a structured training program. You’ll engage with prospects, guide enrollment, and grow a client list from home.

We value self-starters who like helping families and can thrive in a performance-driven environment, with mentorship and flexible hours to support growth and long-term career development.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Willing to be coached and open to feedback.

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

Sales

Enrollment process

Self-motivation

Tools

CRM software

Remote collaboration tools

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.