Part-Time Remote Client Benefits Representative

AO Garcia Agency; Frankfort (KY); Remote; USD 40,000 - 70,000; 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 self-motivated, coachable professional for a remote financial-services seat built around warm leads and a structured training program.

Daily work includes speaking with people seeking information, mapping needs to protection options, running enrollment flows, and building a compliant client list, with ongoing mentorship and flexible hours.

The role emphasizes coaching, performance-based environments, and opportunities for long-term growth.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Competitive and willingness to be coached is encouraged.

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

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.