Remote Financial Services Representative

AO Garcia Agency; Lenexa (KS); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency in the United States seeks a remote finance-seat representative who thrives on coaching, conversation, and helping families protect their options. This role centers on warm leads and a structured training system.

You’ll speak with people seeking information, enroll clients, and build a loyal list. Flexible hours, mentorship, and remote tools support long‑term growth for self-starters who perform well in a performance environment.

Qualifications

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

Responsibilities

• Speak with people who asked for information and map needs to available protection options.
• Run a simple enrollment flow for clients.
• Build and service a client list and maintain contact information.
• Participate in a short Zoom overview as part of the next steps.

Skills

Communication

Active listening

Self-motivation

Tools

CRM software

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.

Next step is a short Zoom overview.