Benefits Outreach Representative - Work From Home

AO Garcia Agency; United States; Remote; USD 40,000 - 70,000; 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 seeks a remote financial-services enrollment specialist to engage with warm leads, inform families about protection options, and guide enrollment flows. The role emphasizes coaching and a structured onboarding in a flexible, performance-driven environment.

Ideal candidates are self-starters who enjoy helping families, comfortable with feedback, and able to build a client list while delivering excellent service.

Qualifications

• Experience in customer-facing roles handling enrollments.
• Ability to map needs to available protection options.
• Comfort with a performance-driven 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

Self-starter

Helping families

Coachable in feedback

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.