Remote Insurance Client Advisor — Warm Leads, Growth Path

AO Garcia Agency; Newport (RI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and provide coaching while you ramp. This role emphasizes structured days, clear follow-up, and a client-first approach.

You will work from home with no office required, joining a supportive team that values learning and performance. High-performers have a leadership track and opportunities to grow.

Qualifications

• Prompt follow-up on qualified leads.
• Professional video presence for client meetings.
• Quickly learning and using sales/tools software.

Skills

Follow-up discipline

Video presence

Tool learning

Client respect

Tools

CRM tools

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and provide coaching while you ramp. This role emphasizes structured days, clear follow-up, and a client-first approach.

You will work from home with no office required, joining a supportive team that values learning and performance. High-performers have a leadership track and opportunities to grow.