Remote Benefits Advisor - Growth Path & Coaching

AO Garcia Agency; Bensalem Township (Bucks County); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Remote work

Written process

Coaching

Leadership path

Job summary

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads who have already requested help with financial-protection options. You are trained, coached, and measured on activity and results.

You will take requested conversations, explain options simply, and help clients enroll when it is a fit, while maintaining a clean follow-up rhythm. Interviews are on Zoom and success is coached by experienced mentors.

Qualifications

• Clear communication with clients about benefit options.
• Able to follow a written playbook and stay in rhythm with follow-ups.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication

Comfortable on camera

Competitive

Coachable

Tools

Zoom

Job description

AO Garcia Agency is seeking motivated people for a remote career with upside. You will work with warm leads who have already requested help with financial-protection options. You are trained, coached, and measured on activity and results.

You will take requested conversations, explain options simply, and help clients enroll when it is a fit, while maintaining a clean follow-up rhythm. Interviews are on Zoom and success is coached by experienced mentors.