Entry-Level Remote Benefits Representative

AO Garcia Agency; United States; Remote; USD 40,000 - 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 self-motivated, coachable professional for a remote financial-services seat. You will speak with prospective clients, map their protection needs, guide them through enrollment, and build a trusted client list.

Pre-qualified warm leads, onboarding support, and mentorship are provided to help you succeed. Flexible hours and remote tools support a productive work-from-anywhere environment.

Qualifications

• Clear communication with clients and colleagues.
• Must be coachable and open to feedback.
• Ability to map customer needs to protection options.

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

Communication skills

Coachable

Enrollment flow

Lead nurturing

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.