Remote Benefits Advisor - Enrollment & Planning

AO Garcia Agency; La Vista (NE); Remote; USD 45,000 - 75,000; 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 individual for a remote financial-services role built around warm leads and a structured training program. The position emphasizes ongoing mentorship and a performance-driven environment, with coaching as a key component of success.

In this role you will engage with interested clients, map coverage needs, guide enrollment steps, and maintain a client list. A long-term career path can develop for those who thrive in a coached, fast-paced setting.

Qualifications

• Willingness to be coached and take feedback.

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

AO Garcia Agency is seeking a self-motivated individual for a remote financial-services role built around warm leads and a structured training program. The position emphasizes ongoing mentorship and a performance-driven environment, with coaching as a key component of success.

In this role you will engage with interested clients, map coverage needs, guide enrollment steps, and maintain a client list. A long-term career path can develop for those who thrive in a coached, fast-paced setting.