Remote Protection Planning Advisor

Aogarciaagency

Fort Smith (AR)

Remote

USD 45,000 - 70,000

Full time

3 days ago
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Job summary

Aogarciaagency is seeking a remote financial-services specialist to engage warm leads, guide conversations, and help families protect income and their financial future.

Work from home with a flexible schedule and no office required. You will follow a structured day, receive coaching during ramp, and advance on a clear performance track as you build trust with clients.

Qualifications

  • Must demonstrate reliable, timely follow-up with leads.
  • Maintain a professional video presence in virtual interactions.
  • Show respect for clients and confidentiality.

Responsibilities

  • Handle warm-lead conversations in a remote setting.
  • Follow a structured daily schedule.
  • Receive coaching during ramp and apply feedback.

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
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