Remote Insurance Advisor - Warm Leads & Growth Path

AO Garcia Agency; Decatur (AL); Remote; USD 42,000 - 68,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to handle warm leads and guide prospects through initial conversations. You will ramp with coaching and support, helping families protect income and future while working from anywhere.

The role emphasizes disciplined follow-up, a strong video presence, and respect for clients. This is a remote, home-base position with no office requirement, suitable for self-motivated individuals who thrive in a structured environment.

Qualifications

• Experience in financial services or sales is preferred.
• Ability to engage via warm leads and follow up promptly.
• Comfort with coaching and ramping processes.

Responsibilities

• Conduct warm-lead conversations and qualify interest.
• Maintain timely follow-ups with prospects.
• Demonstrate professionalism with clients and video presence.

Skills

Warm leads handling

Remote communication

Coaching & training

Tools

Video conferencing tools

CRM basics

Job description

AO Garcia Agency is seeking a remote financial-services professional to handle warm leads and guide prospects through initial conversations. You will ramp with coaching and support, helping families protect income and future while working from anywhere.

The role emphasizes disciplined follow-up, a strong video presence, and respect for clients. This is a remote, home-base position with no office requirement, suitable for self-motivated individuals who thrive in a structured environment.