Impactful Remote Benefits Advisor

AO Garcia Agency; Portsmouth (VA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Remote role

Coaching during ramp

Job summary

AO Garcia Agency, a remote-first financial-services firm, seeks a professional to handle structured days with warm-lead conversations and coaching while ramping. This role emphasizes effective client engagement without requiring a physical office.

You will follow up promptly, learn tools quickly, and maintain a high standard of client respect as you grow into a trusted advisor for families seeking financial protection.

Qualifications

• Remote role with flexible days.
• Ability to learn new tools quickly.

Responsibilities

• Engage in warm-lead conversations with potential clients.
• Participate in structured ramp-up with coaching and guidance.

Skills

Remote role

Warm leads

Coaching

Fast learning

Tools

CRM tools

Job description

AO Garcia Agency, a remote-first financial-services firm, seeks a professional to handle structured days with warm-lead conversations and coaching while ramping. This role emphasizes effective client engagement without requiring a physical office.

You will follow up promptly, learn tools quickly, and maintain a high standard of client respect as you grow into a trusted advisor for families seeking financial protection.