Remote Financial Services Trainee: Leadership Path

AO Garcia Agency; New Britain (CT); Remote; USD 50,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and support families protecting income and future. You will work from home with structured days and coaching during ramp-up, without a need to visit an office.

The role emphasizes timely follow-up, a strong video presence, quick learning of tools, and respectful client interactions, with a clear path to leadership for high performers.

Qualifications

• Remote financial-services role with structured days.
• You'll handle warm-lead conversations and ramp with coaching.

Responsibilities

• Engage with warm leads and follow up promptly.
• Participate in coaching sessions during ramp-up.

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and support families protecting income and future. You will work from home with structured days and coaching during ramp-up, without a need to visit an office.

The role emphasizes timely follow-up, a strong video presence, quick learning of tools, and respectful client interactions, with a clear path to leadership for high performers.