Remote Policy Guidance Specialist (Finance)

AO Garcia Agency; Lee's Summit (MO); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career with mentorship and flexible hours.

Daily tasks include speaking with information-seekers, mapping needs to protection options, and guiding enrollments. The role emphasizes self-starters who thrive in a performance-driven environment.

Qualifications

• Willingness to be coached and to work in a performance-driven environment.
• Strong communication and active listening skills.
• Comfort with remote work and using online tools.

Responsibilities

• Speak with people who requested information to provide guidance.
• Map client needs to available protection options.
• Run a simple enrollment flow for prospective clients.
• Build and service a client list to maintain outreach.

Job description

AO Garcia Agency is seeking a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career with mentorship and flexible hours.

Daily tasks include speaking with information-seekers, mapping needs to protection options, and guiding enrollments. The role emphasizes self-starters who thrive in a performance-driven environment.