Remote Insurance Advisor: Warm Leads & Coaching

Aogarciaagency; Castle Rock (CO); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads, schedule structured days, and coach clients as they ramp. This role emphasizes efficient communication, a strong client-centric approach, and the ability to operate independently from home.

You will work with warmed leads, receive coaching during ramp-up, and follow a structured daily plan designed to maximize client outcomes while maintaining high service standards.

Qualifications

• Strong communication skills for remote conversations with clients.
• Professional video presence for client calls.
• Ability to learn tools quickly and adapt to processes.
• Demonstrates respect for clients and accuracy in follow-ups.

Responsibilities

• Engage with warm leads via remote calls and messages.
• Provide coaching and ramp-up support while learning the role.
• Follow structured daily routines and meet activity targets.

Skills

Communication

Video presence

Fast learner

Client respect

Job description

Aogarciaagency is seeking a remote financial-services professional to engage with warm leads, schedule structured days, and coach clients as they ramp. This role emphasizes efficient communication, a strong client-centric approach, and the ability to operate independently from home.

You will work with warmed leads, receive coaching during ramp-up, and follow a structured daily plan designed to maximize client outcomes while maintaining high service standards.