Remote Member Support - Growth & Mentorship in Finance

AO Garcia Agency; Central (LA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads, guided by a structured training program. The role emphasizes coaching, responsiveness, and building trust with families.

Daily work includes speaking with information-seekers, mapping needs, guiding enrollment, and building a client list, with ongoing mentorship and flexible hours to support performance in a remote setup.

Qualifications

• Willing to be coached within a training system.
• Competitiveness and drive in a performance environment.
• Ability to work remotely and manage client interactions.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Skills

Self-starter

Coachable

People skills

Communication

Job description

AO Garcia Agency is seeking a remote financial-services professional to work with warm leads, guided by a structured training program. The role emphasizes coaching, responsiveness, and building trust with families.

Daily work includes speaking with information-seekers, mapping needs, guiding enrollment, and building a client list, with ongoing mentorship and flexible hours to support performance in a remote setup.