At-Home Benefits Planning Specialist

AO Garcia Agency; Kailua (HI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency in the United States is seeking a remote financial-services professional to manage warm-lead conversations with clients. You will follow a structured daily routine, receive ramp coaching, and work from your home base with no office required.

Your performance is guided by a clear leadership track for high achievers, and you’ll be trained before you’re expected to perform. This role emphasizes client care, timely follow-ups, and scalable growth.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client