AO Garcia Agency
Client Needs Advisor - Remote
8 days ago
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Important information
Location:
Jackson, WY, USA
Work mode:
Remote
Published on:
12 October 2026
What they need
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. Apply to book it.
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