Part-Time Benefits Navigator - Work From Home

AO Garcia Agency; Oregon; Hybrid; USD 42,000 - 56,000; 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 remote enrollment specialist to engage warm leads and guide families through protection options. You will work with coaching to improve performance and grow a long-term career in financial services.

Responsibilities include speaking with information-seeking individuals, mapping needs to protection options, and guiding them through a simple enrollment flow while building a client list. Flexible hours and ongoing mentorship are provided.

Qualifications

• Must be comfortable in a remote, performance-driven environment.
• Willing to be coached and receptive to feedback.
• Able to map needs to protection options and enroll clients.

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

Self-starter

Coachable

Communication

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.

Next step is a short Zoom overview.