Benefits Coordinator - Work From Home

AO Garcia Agency; Laurel (MT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible hours

Onboarding training

Job summary

AO Garcia Agency is seeking a remote financial-services role built around warm leads and a training system. If you are competitive and willing to be coached, this can become a long-term career; if you want a job with no conversations, this is not for you.

Daily work includes speaking with people, mapping needs for protection options, running enrollment flows, and building a client list. Provided are pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Excellent verbal communication and listening skills.
• Willing to be coached and open to feedback.
• Ability to manage client lists and enrollment flows.
• Capable of thriving in a performance-based environment.

Responsibilities

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

Skills

Excellent communication

Willingness to be coached

Goal orientation

Client relationship management

Job description

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.