Remote Financial Services Sales Leader (In Training)

AO Garcia Agency; Grand Rapids (MI); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, partnering with a growing team that provides tools and mentorship.

Expectation is to communicate clearly, work independently without daily supervision, and adopt a proven process while focusing on benefits conversations rather than only sales energy. A flexible schedule helps you balance real life with work.

Qualifications

• Clear, human communication style.
• Ability to work autonomously without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling.

Responsibilities

• Enroll and support clients seeking guidance.
• Work with a growing team that provides tools and mentorship.
• Deliver client-focused financial services remotely.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

AO Garcia Agency is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, partnering with a growing team that provides tools and mentorship.

Expectation is to communicate clearly, work independently without daily supervision, and adopt a proven process while focusing on benefits conversations rather than only sales energy. A flexible schedule helps you balance real life with work.