Remote Protection Planning Advisor

Aogarciaagency; Bartlett (TN); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services representative who can engage warm leads and follow a structured training program. The position emphasizes ongoing coaching and a long-term career path.

In this role you will speak with people seeking information, map needs to available protection options, run a simple enrollment flow, and build and service a client list, all within a supportive mentorship culture and flexible hours for sustained growth.

Qualifications

• Willing to be coached and perform in a performance-driven environment.
• Able to engage with clients professionally and clearly.

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

Coachable

Self-starter

Communication

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.