At-Home Benefits Planning Specialist

AO Garcia Agency; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

AO Garcia Agency is seeking a remote finance-focused sales professional to engage warm leads and guide them through conversations while you ramp.

This role emphasizes structured days, proactive coaching before you perform, and a clear pathway to leadership for high performers.

No office is required; this home-based role offers growth, mentorship, and the opportunity to help families protect income.

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