Protection Planning Representative - Work From Home

Aogarciaagency; West Valley City (UT); 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 self-motivated remote team member to engage with prospective clients who requested information. You will guide them through protection options and enrollment, building a strong, serviced client list while leveraging ongoing mentorship.

Ideal candidates are competitive, coachable, and comfortable in a performance-driven setting. The role offers remote tools, onboarding, and flexible hours to support long-term career growth.

Qualifications

• Must be comfortable speaking with people who requested information.
• Willing to be coached in a competitive, performance-driven environment.
• Able to work remotely with available tools and flexible hours.

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

Speak with people

Coachable mindset

Remote work readiness

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.