Virtual Insurance Advisor

AO Garcia Agency; Hudson (NH); Remote; USD 28,000 - 41,000; Full time

Benefits offered by this job

Pre-qualified 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 warm leads and guide them through simple enrollment flows. The role offers a training system, ongoing mentorship, and flexible hours, designed for self-driven individuals who enjoy helping families and performing in a coaching environment.

This position emphasizes long-term career development with remote tools and step-by-step onboarding, suitable for highly motivated self-starters who value mentorship and

Qualifications

• Self-starter who likes helping families
• Able to thrive in a performance-driven environment
• Willing to be coached and mentored

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

Client-focused

Coachable

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.

Next step is a short Zoom overview.