Warm-lead conversations define this remote financial-services role, helping families protect income and future through respectful client interactions. Structured days and coaching support your development.

As a Family Services Advisor, you will speak with people who already expressed interest instead of hunting strangers. The role provides training before performance expectations, with warm leads supplying your pipeline. Success depends on on-time follow-up, clean video presence, fast learning on tools, and client respect.

Key Responsibilities:

- Speak with people who raised their hands
- Discuss financial-services needs with families
- Work a pipeline of warm leads
- Complete on-time follow-up with prospects
- Use tools efficiently as you learn

Requirements:

- Respect for every client conversation
- Solid punctuality in follow-up activities
- Comfort presenting yourself clearly by video
- Fast learning ability with tools
- Readiness for structured remote days

Use warm leads, respectful communication, and rapid tool learning to help families protect income and future remotely.

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📌 Warm Lead Financial Advisor (Ottawa)
🏢 AO Garcia Agency
📍 Ottawa