Remote Benefits Advisor: Warm Leads & Coaching

AO Garcia Agency; Sheridan (WY); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Remote work

Structured ramp training

Leadership track

Job summary

AO Garcia Agency is seeking a candidate for a remote financial-services role. The position features structured days, warm-lead conversations, and coaching during ramp-up. Training precedes performance expectations, and the pipeline consists of warm leads to support success.

Top performers can access a leadership-track opportunity as the company grows, with emphasis on fast learning, on-time follow-through, and respectful client interactions. Home base is flexible, no office required.

Qualifications

• Experience handling warm leads in a remote setting.
• Proficiency in professional video appearance.
• Ability to learn new tools quickly.
• Respectful and client-focused attitude.

Skills

Communication skills

Video presence

Fast learner

Respect for client

Tools

CRM software

Outreach tools

Job description

AO Garcia Agency is seeking a candidate for a remote financial-services role. The position features structured days, warm-lead conversations, and coaching during ramp-up. Training precedes performance expectations, and the pipeline consists of warm leads to support success.

Top performers can access a leadership-track opportunity as the company grows, with emphasis on fast learning, on-time follow-through, and respectful client interactions. Home base is flexible, no office required.