Remote Financial Services Consultant — Warm Leads

AO Garcia Agency; Elsmere (DE); Remote; USD 42,000 - 60,000; 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 specialist to work with warm, pre-qualified leads and a structured training system. The role emphasizes coaching and ongoing mentorship to build a long-term career.

If you are competitive and coachable, you can grow here; this position requires active conversations with clients to provide information and enroll them in suitable options. Next steps include a short Zoom overview.

Qualifications

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

Responsibilities

• Speak with people who asked for information and guide them through options.
• Map individual protection needs and present suitable options.
• Run enrollment steps and ensure accurate data collection.
• Maintain and grow a client list through proactive outreach.

Skills

Communication

Needs analysis

Enrollment process

Client management

Job description

AO Garcia Agency is seeking a remote financial-services specialist to work with warm, pre-qualified leads and a structured training system. The role emphasizes coaching and ongoing mentorship to build a long-term career.

If you are competitive and coachable, you can grow here; this position requires active conversations with clients to provide information and enroll them in suitable options. Next steps include a short Zoom overview.