Remote Benefits Advisor — Flexible Hours & Mentorship

AO Garcia Agency; Greensboro (NC); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial services professional to engage with inquiries, map protection needs, and guide clients through enrollment flows. You will build a client list and receive step-by-step onboarding with ongoing mentorship in a performance-focused environment.

Ideal candidates are self-starters who enjoy helping families and are coachable. Flexible hours and remote tools support a long-term career path in a fast-paced setting.

Qualifications

• Proactive in responding to inquiries and providing information.
• Ability to map client needs to protection options.
• 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

Active listening

Enrollment flow

Remote work discipline

Tools

CRM software

Job description

AO Garcia Agency is seeking a remote financial services professional to engage with inquiries, map protection needs, and guide clients through enrollment flows. You will build a client list and receive step-by-step onboarding with ongoing mentorship in a performance-focused environment.

Ideal candidates are self-starters who enjoy helping families and are coachable. Flexible hours and remote tools support a long-term career path in a fast-paced setting.