Family Needs Assessment Advisor - Remote

AO Garcia Agency; Cranston (RI); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Remote work

Coaching from leaders

Leadership path

Job summary

AO Garcia Agency offers a remote career with upside, not a dead-end job. You work with warm leads who already requested help on financial-protection options, and you will be trained, coached, and measured on activity and results.

The work includes taking requested conversations (no cold lists), explaining benefit options simply, helping clients enroll when it is a fit, and maintaining a clean follow-up rhythm.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.