Remote Benefits Advisor — Warm Leads & Growth Path

AO Garcia Agency; Orlando (FL); Remote; USD 45,000 - 65,000; Full time

Job summary

AO Garcia Agency is seeking a remote financial-services specialist to engage warm leads and guide conversations through the funnel. You’ll have structured days, coaching during ramp, and a pipeline built from prospects who already showed interest.

There is no office to commute to, and you’ll be trained before you perform. High performers have a leadership track as you grow with the company.

Qualifications

• Ability to follow up with warm leads in a timely manner.
• Strong communication with clients via video/phone.
• Willingness to learn new tools and processes.
• Respectful and professional client interactions.

Responsibilities

• Engage warm leads and guide conversations through the funnel.
• Maintain structured daily routines with coaching during ramp.
• Deliver value and reflect client needs in responses.

Skills

Warm leads

Coaching

Remote work

Fast learning

Job description

AO Garcia Agency is seeking a remote financial-services specialist to engage warm leads and guide conversations through the funnel. You’ll have structured days, coaching during ramp, and a pipeline built from prospects who already showed interest.

There is no office to commute to, and you’ll be trained before you perform. High performers have a leadership track as you grow with the company.