Benefits Concierge - Work From Home

AO Garcia Agency; Town of Vienna (WI); Remote; USD 60,000 - 90,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide them toward helpful solutions. This role emphasizes structured days, coaching while you ramp, and clear, following-up with prospects.

You will work from home, with no office requirements, and opportunities for leadership as you excel. Strong communication and quick learning on tools are essential for success in this remote position.

Qualifications

• Remote-friendly with structured days.
• Ability to convert warm leads into opportunities.
• Willingness to learn new tools quickly.

Responsibilities

• Manage warm leads and follow up promptly.
• Coach clients during ramp-up and handle coaching sessions.
• Work remotely with a flexible, disciplined schedule.

Skills

Lead management

Excellent communication

Tools

CRM software

Video conferencing

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