Remote Insurance Advisor: Warm Leads & Growth Path

Aogarciaagency; Macon (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Aogarciaagency is seeking a remote finance services professional to manage warm leads and guide conversations from first contact through closing steps. This role emphasizes structured days, intentional outreach, and coaching as you ramp.

You will work from home with no office dependency, focusing on client protection of income and future, with a clear progression path for high performers who demonstrate fast learning and solid client respect.

Qualifications

• Must follow up promptly with leads and maintain a professional presence in video communications.
• Ability to quickly learn new tools and adapt to remote workflows.
• Demonstrates respect and empathy in client interactions.
• Self-motivated with a focus on warm, consultative sales.

Responsibilities

• Conduct warm-lead conversations and guide prospects through the process.
• Provide ongoing coaching and ramp-up support to new teammates.
• Maintain timely follow-ups and accurate notes in the CRM.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Aogarciaagency is seeking a remote finance services professional to manage warm leads and guide conversations from first contact through closing steps. This role emphasizes structured days, intentional outreach, and coaching as you ramp.

You will work from home with no office dependency, focusing on client protection of income and future, with a clear progression path for high performers who demonstrate fast learning and solid client respect.