At-Home Benefits Planning Specialist

AO Garcia Agency; La Vista (NE); Remote; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Zusammenfassung

AO Garcia Agency is seeking a self-motivated individual for a remote financial-services role built around warm leads and a structured training program. The position emphasizes ongoing mentorship and a performance-driven environment, with coaching as a key component of success.

In this role you will engage with interested clients, map coverage needs, guide enrollment steps, and maintain a client list. A long-term career path can develop for those who thrive in a coached, fast-paced setting.

Qualifikationen

• Willingness to be coached and take feedback.

Aufgaben

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Jobbeschreibung

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.