Remote Protection Planning Advisor

Aogarciaagency; Medford (OR); Remote; USD 50,000 - 80,000; Full time

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads and provide coaching while you ramp. This role emphasizes structured days, proactive follow-up, and clear communication with clients.

The position is remote with no office requirement, offering a pathway on performance and a client-focused service approach.

Qualifications

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

Responsibilities

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

Skills

Warm leads handling

Remote communication

Fast learning

Client respect

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