Remote Benefits Advisor | Warm Leads & Coaching

AO Garcia Agency; Kirkland (WA); Remote; USD 85,000 - 110,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide clients through initial conversations. You will be coached during ramp-up and supported with structured days to maximize productivity.

The role emphasizes quick learning, on-time follow-up, and maintaining a clean video presence while respecting clients and delivering value from a distributed home setup.

Qualifications

• Warm leads and strong follow-up discipline are valued.
• Ability to learn new tools quickly and adapt to remote work.
• Professional presence on video calls and respectful client interactions.

Skills

Warm lead conversations

Remote work

Coaching during ramp

Fast learning on tools

On-time follow-up

Clean video presence

Respect for client

Tools

CRM tools

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and guide clients through initial conversations. You will be coached during ramp-up and supported with structured days to maximize productivity.

The role emphasizes quick learning, on-time follow-up, and maintaining a clean video presence while respecting clients and delivering value from a distributed home setup.