Benefits Presentation Representative - Remote

AO Garcia Agency; Broken Arrow (OK); Remote; USD 50,000 - 80,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and convert interest into meaningful conversations.

You will work from home with structured days, receive coaching during ramp-up, and have opportunities for leadership involvement for high performers. This role emphasizes client respect and fast learning on tools to maintain a strong pipeline.

Qualifications

• On-time follow-up with leads.
• Clean video presence for client calls.
• Fast learning on tools used in client conversations.
• Respect for the client in all interactions.

Responsibilities

• Engage warm leads through remote conversations.
• Provide coaching while ramping.
• Maintain a structured daily schedule.

Skills

Timely follow-up

Video presence

Fast learning

Client respect

Tools

CRM

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client