Part-Time Remote Client Benefits Representative

Aogarciaagency; Westminster (CO); Remote; USD 40,000 - 60,000; 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 offering a remote financial-services seat centered on warm leads and a structured training system. The role emphasizes being coachable and competitive, with opportunities for long-term career growth.

You will engage with inquiries, map needs to protection options, guide enrollment steps, and maintain a client list. A supportive onboarding and ongoing mentorship are provided, with flexible hours and remote tools to enable success.

Qualifications

• Comfort speaking with people and able to coach others.
• Willingness to be coached and work in a performance-driven environment.

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

Active listening

Enrollment processes

Lead nurturing

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.