Benefits Coordinator - Work From Home

AO Garcia Agency; Town of Vienna (WI); Remote; USD 42,000 - 66,000; 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 associate to work with pre-qualified leads and follow a structured enrollment flow. You will build and service a client list, guided by a training system and ongoing mentorship.

Willingness to be coached is important to progress into a long-term career. The role offers flexible hours and Zoom-based onboarding with a supportive team in a performance-focused environment.

Qualifications

• Self-starters who like helping families and can handle a performance 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

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.