Remote Financial Services Representative

AO Garcia Agency; Pawtucket (RI); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a motivated individual for a remote financial-services role built around warm leads and a structured training system. Success hinges on being coachable, competitive, and committed to long-term growth.

The role emphasizes client outreach, needs mapping for protection options, and guiding enrollment steps. Daily work focuses on engaging prospects, building a client list, and delivering value in a performance-driven environment.

Qualifications

• Daily work duties listed in the ad.

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.