Part-Time Remote Client Benefits Representative

Aogarciaagency; Norfolk (VA); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Aogarciaagency is seeking a remote financial-services specialist, built around warm leads and a structured training system designed to grow your career.

Daily tasks include speaking with people who asked for information, mapping needs to protect options, running a simple enrollment flow, and building a serviceable client list. If you are competitive, coachable, and enjoy ongoing mentorship, this role can become a long-term, flexible-career with supportive remote tools.

Qualifications

• Competitive and coachable; open to mentorship.
• Able to work in a performance-driven environment.
• Comfort with handling warm leads and enrollment flows.

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

Communication

Self-motivation

Sales & enrollment

Tools

CRM software

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.