Remote Benefits Account Advisor — Warm Leads & Coaching

Aogarciaagency; St. Louis (MO); Remote; USD 52,000 - 78,000; Full time

Job summary

Aogarciaagency seeks a remote financial-services professional to engage warm-lead conversations, coach while ramping, and structure structured days for efficient remote work. Training will precede performance expectations, and your pipeline consists of warm leads with a clear service point for families seeking income protection.

No office required; strong communication is essential. Candidates should be able to follow up promptly, present well on video, learn tools quickly, and maintain respect

Qualifications

• On-time follow-up with prospects and customers.
• Strong, professional video presence for virtual interactions.
• Ability to quickly learn tools and processes.
• Demonstrated respect and integrity in client communications.

Responsibilities

• Conduct warm-lead conversations with interested prospects.
• Provide coaching and guidance while ramping in a remote role.
• Structure daily workdays for efficiency in a remote financial-services setting.
• Maintain professional and respectful communications with clients at all times.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Aogarciaagency seeks a remote financial-services professional to engage warm-lead conversations, coach while ramping, and structure structured days for efficient remote work. Training will precede performance expectations, and your pipeline consists of warm leads with a clear service point for families seeking income protection.

No office required; strong communication is essential. Candidates should be able to follow up promptly, present well on video, learn tools quickly, and maintain respect