Benefits Presentation Representative - Remote

AO Garcia Agency; Delaware; Remote; USD 35,000 - 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 is seeking a remote financial-services professional to work with pre-qualified leads and a structured training system. This role emphasizes coaching, performance feedback, and long-term career development.

You will speak with prospective clients, map needs to available protection options, and guide them through a simple enrollment flow while building a client list. Flexible hours and ongoing mentorship are provided.

Qualifications

• Willingness to be coached in a performance-driven environment.
• Ability to work remotely with coaching and feedback.
• Comfort with financial-services information.

Responsibilities

• Speak with prospective clients who request information.
• Identify suitable protection options for clients.
• Guide clients through enrollment flow.
• Build and maintain a client list.

Skills

Communication skills

Self-motivation

Coaching mindset

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.