Benefits Coordinator - Work From Home

AO Garcia Agency; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to join a training-focused seat built around warm leads. This role emphasizes coaching, client interaction, and guided growth within a supportive framework.

Daily work includes speaking with information-seeking clients, mapping needs to protection options, guiding simple enrollment flows, and building a robust client list. Flexible hours and ongoing mentorship are provided to support long-term career growth.

Qualifications

• Strong communication and coaching mindset.
• Self-motivated and able to work in a performance-driven environment.

Responsibilities

• Speak with people who asked for information and provide clear guidance.
• Map needs to available protection options tailored to clients.
• Run a simple enrollment flow with accuracy and efficiency.
• Build and service a client list through proactive outreach.

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.

Next step is a short Zoom overview.