Home-Based Benefits Representative

AO Garcia Agency; Ames (IA); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote onboarding tools

Flexible hours

Ongoing mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage with warm leads and guide families through enrollment options. You will be coached and mentored in a performance-driven environment, with flexible hours and a structured onboarding plan.

The daily work focuses on speaking with information-seeking individuals, mapping needs to protection options, and building a client list for long-term relationship management.

Qualifications

• Speak with people who asked for information.
• Interested in helping families and working in a performance environment.
• Comfort with a remote, coaching-led role.

Responsibilities

• Conduct enrollment flow with warm leads.
• Map customer needs to protection options.
• Build and maintain a client list.

Skills

Communication

Coaching mindset

Self-starter

People skills

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.