Remote Life Insurance Advisor — Warm Leads, Coaching, Growth

AO Garcia Agency; Bozeman (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency seeks a remote financial-services professional to engage warm leads, guide conversations, and structure a productive day from home. Training is provided, with coaching as you ramp and a clear path for advancement through leadership tracks.

The role emphasizes helping families protect income and future, with a strong focus on respectful client interactions and fast learning of tools. No office required, work-from-home setup encouraged.

Qualifications

• Experience in financial services sales preferred.
• Comfort with remote work and self-discipline required.
• Strong communication and client-relations skills.

Responsibilities

• Engage remote warm leads and initiate conversations.
• Provide coaching and guidance while ramping up.
• Maintain professional, respectful interactions with clients.

Skills

Warm leads handling

Remote communication

Coaching

Fast learner

Job description

AO Garcia Agency seeks a remote financial-services professional to engage warm leads, guide conversations, and structure a productive day from home. Training is provided, with coaching as you ramp and a clear path for advancement through leadership tracks.

The role emphasizes helping families protect income and future, with a strong focus on respectful client interactions and fast learning of tools. No office required, work-from-home setup encouraged.