Benefits Intake Representative - Work From Home

AO Garcia Agency; Johnson City (TN); Remote; USD 45,000 - 65,000; 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 engage warm leads and guide them through the enrollment process. You will be coached and mentored, building a career in a performance-driven environment.

The role emphasizes proactive outreach, enrollment steps, and client list management, with flexible hours and ongoing mentorship to support growth and success.

Qualifications

• Self-starter with willingness to learn and grow.
• Ability to take feedback and improve performance.
• Strong communication and people skills.

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

Self-starter

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.