Remote Needs Analysis Specialist

AO Garcia Agency; Coventry (RI); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote work

Structured ramp-up training

Job summary

AO Garcia Agency seeks a remote financial-services professional to engage with warm leads, conduct structured, productive days, and provide coaching during ramp-up. The role emphasizes delivering value to families by guiding conversations and staying organized in a fully remote environment.

Training is provided before performance expectations begin, with a clear progression path for high performers. A strong emphasis on client respect and timely follow-up shapes daily activities and outcomes.

Qualifications

• Must demonstrate timely follow-up with clients.
• Professional video presence for remote calls.
• Ability to learn new tools quickly.
• Respect for clients and confidentiality.

Responsibilities

• Conduct warm-lead conversations remotely.
• Provide coaching while ramping up.
• Structure daily work to maintain productivity in a remote setting.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client