Remote Protection Planning Advisor for Families (Part-Time)

AO Garcia Agency; United States; A distancia; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients as you ramp, and help families protect income and future.

This role emphasizes on-time follow-up, a strong video presence, fast learning of tools, and respectful client service, with no office to commute and the freedom to work from home. You will receive training before you perform, and top performers can progress toward leadership tracks.

Formación

• Timely follow-up with leads and prospects.
• Maintains a professional video presence for virtual interactions.
• Learns new tools quickly to support client conversations.
• Treats clients with respect and professionalism.

Conocimientos

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Descripción del empleo

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, coach clients as you ramp, and help families protect income and future.

This role emphasizes on-time follow-up, a strong video presence, fast learning of tools, and respectful client service, with no office to commute and the freedom to work from home. You will receive training before you perform, and top performers can progress toward leadership tracks.