Remote Benefits Advisor: Family Finance & Protection

AO Garcia Agency; Caldwell (ID); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is hiring for a remote financial-services seat focused on warm leads and a structured training program. You will speak with people seeking information, map their protection needs, and guide them through a simple enrollment flow.

You will also build and service a client list as part of a performance-driven environment. The role offers onboarding support, remote tools, and ongoing mentorship to help you grow into a long-term career, with flexible hours and a feedback-rich coaching

Qualifications

• Strong communication skills and willingness to receive feedback.
• Ability to work independently in a remote setting.
• Comfort with 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 skills

Coachable

Self-motivated

Remote work

Job description

AO Garcia Agency is hiring for a remote financial-services seat focused on warm leads and a structured training program. You will speak with people seeking information, map their protection needs, and guide them through a simple enrollment flow.

You will also build and service a client list as part of a performance-driven environment. The role offers onboarding support, remote tools, and ongoing mentorship to help you grow into a long-term career, with flexible hours and a feedback-rich coaching