Remote Financial Solutions Advisor | Flexible Hours

AO Garcia Agency

United States

Remote

USD 42,000 - 72,000

Full time

6 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

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 remote financial-services professional in the United States to connect with warm leads and guide them through enrollment. The role emphasizes coaching, flexibility, and a performance-oriented environment. Training is provided to help you succeed in long-term career growth.

Candidates should be self-motivated, enjoy helping families, and be receptive to feedback. The position relies on remote tools, mentorship, and flexible hours to support ongoing client engagement.

Qualifications

  • Self-starters who like helping families and can handle a performance environment.
  • Willing to receive feedback and coaching to improve results.
  • Comfortable communicating information to interested individuals.

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

Skills

Communication
Coaching
Self-motivation

Job description

AO Garcia Agency is seeking a remote financial-services professional in the United States to connect with warm leads and guide them through enrollment. The role emphasizes coaching, flexibility, and a performance-oriented environment. Training is provided to help you succeed in long-term career growth.

Candidates should be self-motivated, enjoy helping families, and be receptive to feedback. The position relies on remote tools, mentorship, and flexible hours to support ongoing client engagement.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Remote Financial Services Advisor — Flexible Hours, Mentored
Remote Financial Services Advisor — Flexible Hours, Mentored

AO Garcia Agency • United States

Remote
USD 45,000 - 70,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Financial Services Advisor – Flexible Hours
Remote Financial Services Advisor – Flexible Hours

AO Garcia Agency • United States

Remote
USD 40,000 - 70,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Financial Appointment Specialist with Flexible Hours
Remote Financial Appointment Specialist with Flexible Hours

AO Garcia Agency • United States

Remote
USD 48,000 - 72,000
Pre-qualified leads
Onboarding
Remote tools
+2
Remote Financial Services Associate: Mentored, Flexible Hours
Remote Financial Services Associate: Mentored, Flexible Hours

AO Garcia Agency • United States

Remote
USD 45,000 - 65,000
Pre-qualified leads
Step-by-step onboarding
Remote tools
+2
Remote Client Advisor — Flexible Hours & Mentorship
Remote Client Advisor — Flexible Hours & Mentorship

AO Garcia Agency • United States

Remote
USD 40,000 - 70,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Financial Needs Advisor — Flexible Hours Mentorship
Remote Financial Needs Advisor — Flexible Hours Mentorship

AO Garcia Agency • United States

Remote
USD 45,000 - 75,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Benefits Advisor: Flexible Hours & Mentorship
Remote Benefits Advisor: Flexible Hours & Mentorship

AO Garcia Agency • United States

Remote
USD 40,000 - 68,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Financial Protection Advisor | Flexible Hours
Remote Financial Protection Advisor | Flexible Hours

AO Garcia Agency • United States

Remote
USD 45,000 - 70,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2
Remote Client Care Advisor — Flexible Hours & Mentorship
Remote Client Care Advisor — Flexible Hours & Mentorship

AO Garcia Agency • United States

Remote
USD 40,000 - 70,000
Pre-qualified leads
Onboarding
Remote tools
+2
Remote Financial Client Success Advisor
Remote Financial Client Success Advisor

AO Garcia Agency • United States

Remote
USD 50,000 - 80,000
Pre-qualified warm leads
Step-by-step onboarding
Remote tools
+2