Remote Protection Planning Advisor — Flexible & Mentorship

AO Garcia Agency; Nashua (NH); Remote; USD 35,000 - 65,000; 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 professional to engage with interested individuals, map protection needs, and guide them through enrollment steps. The role emphasizes a coaching environment and long-term career potential, with warm, pre-qualified leads and ongoing mentorship.

You will work remotely, enjoy flexible hours, and receive step-by-step onboarding to support your success in a performance-driven setting.

Qualifications

• Self-starter with ability to work independently.
• Coachable and open to feedback to improve performance.
• Customer service mindset and communication skills.

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

Self-starter

Coachable

Customer service

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage with interested individuals, map protection needs, and guide them through enrollment steps. The role emphasizes a coaching environment and long-term career potential, with warm, pre-qualified leads and ongoing mentorship.

You will work remotely, enjoy flexible hours, and receive step-by-step onboarding to support your success in a performance-driven setting.