Remote Benefits Advisor with Warm Leads & Growth Path

Aogarciaagency; Clarksburg (WV); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Structured training

Remote work

Job summary

Aogarciaagency is seeking a remote financial-services professional to engage warm leads with structured, purposeful days. You’ll coach prospects as you ramp, focusing on meaningful conversations that move the relationship forward.

Bring a customer-first mindset, strong communication, and the ability to learn fast on new tools. This remote role offers flexibility, ongoing training, and a clear path to leadership for top performers.

Qualifications

• Remote-friendly role in financial services
• Willing to learn new tools quickly
• Structured daily routine and coaching as you ramp

Responsibilities

• Handle structured days with warm-lead conversations
• Provide coaching while ramping and transitioning to independent work

Skills

Follow-up

Video presence

Fast learner

Respect for client

Job description

Aogarciaagency is seeking a remote financial-services professional to engage warm leads with structured, purposeful days. You’ll coach prospects as you ramp, focusing on meaningful conversations that move the relationship forward.

Bring a customer-first mindset, strong communication, and the ability to learn fast on new tools. This remote role offers flexibility, ongoing training, and a clear path to leadership for top performers.