Remote Benefits Advisor - Warm Leads, Fast Ramp, Leadership

AO Garcia Agency; Clarksburg (WV); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Remote work

Job summary

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, guide conversations, and coach teammates as they ramp. This position offers structured days and no office requirement, with a focus on helping families protect income and futures.

You will work from anywhere in the United States, emphasize timely follow-ups, and maintain a professional video presence. Training is provided, with opportunities for leadership for high performers.

Qualifications

• Must demonstrate timely follow-up with clients
• Maintain professional video presence during calls
• Able to learn new tools quickly and adapt
• Show consistent respect and integrity when engaging clients

Responsibilities

• Engage warm leads through remote conversations
• Provide coaching and support as new teammates ramp up
• Maintain structured daily workflow
• Deliver high-quality, client-focused financial services

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

AO Garcia Agency is seeking a remote financial-services professional to engage warm leads, guide conversations, and coach teammates as they ramp. This position offers structured days and no office requirement, with a focus on helping families protect income and futures.

You will work from anywhere in the United States, emphasize timely follow-ups, and maintain a professional video presence. Training is provided, with opportunities for leadership for high performers.