Benefits Presentation Representative - Remote

AO Garcia Agency; Yankton (SD); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services seat designed around warm leads and a training system. The role rewards competitiveness and coachability, with the potential to grow into a long-term career through mentorship and ongoing coaching.

Daily responsibilities include speaking with information-seekers, mapping needs, guiding enrollments, and building a client list. Provided: pre-qualified leads, onboarding, remote tools, and flexible hours.

Qualifications

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

Responsibilities

• Speak with people who asked for information and assess needs.
• Map needs to available protection options and enroll clients.
• Run a simple enrollment flow and build a client list.
• Provide ongoing service and follow-up to clients.

Skills

Communication

Active listening

Coachable

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.