Family Needs Assessment Advisor - Remote

AO Garcia Agency; Olathe (KS); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote work

Coaching provided

Leadership path

Job summary

AO Garcia Agency is seeking motivated individuals for a remote career with upside. You’ll work with warm leads from people who requested help with financial-protection options, and you’ll be trained, coached, and measured on activity and results.

The work involves taking requested conversations, explaining benefit options simply, helping clients enroll when it is a fit, and keeping a clean follow-up rhythm. Interviews are on Zoom.

Qualifications

• Experience communicating about financial-protection options is preferred.
• Ability to engage warm leads and coachable mindset.
• Comfort with virtual conversations and achieving targets.

Responsibilities

• Take requested conversations with interested clients (no cold lists).
• Explain benefit options in simple terms.
• Help clients enroll when it’s a fit.
• Maintain a clean follow-up rhythm.

Skills

Communication

On-camera presence

Competitive drive

Tools

Zoom

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.